Campaigns: Option to import profile list
Import profile lists. It would be great to be able to create a profile list in Foundant and then be able to export and edit it, and then import it back into the campaign. It's much faster to manipulate an excel spreadsheet than the profile list in the campaign while it's in Foundant/CSuite.
Kerry Tolton
shared this idea
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Kevin Vahlbusch
commented
You can add to a campaign via Custom Reports Upload IDs feature. You need to have the CSuite profile ID for the persons to add to the campaign. Any custom report with Profile IDs will allow you to take several bulk actions- including adding to campaigns, profile types, etc. Reach out to success@foundant.com if you need further details or reference this support hub article https://support.foundant.com/hc/en-us/articles/4415459830679-Upload-ID-s
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Carrie Berdan
commented
I am creating a new campaign and I have a CSV (Excel) spreadsheet of names to invite to the campaign. I already know these individuals are already in Foundant, but I want to import them to this specific campaign. I think it would be incredibly helpful to be able to import profiles to a specific campaign similarly to how you can import a spreadsheet of profiles newly into Foundant. The batch adding of profiles through reports would not work in my case, because I am not sure what filter would work to capture all of these profiles, I just know they are all already in Foundant.