Results 1 to 3 of 3

Thread: Import leads of a campaign into a target list

  1. #1
    dpuryear is offline Sugar Community Member
    Join Date
    Jul 2007
    Posts
    93

    Default Import leads of a campaign into a target list

    So we have a list of leads that were assigned to a campaign. They weren't created by an email campaign, so we simply set "campaign" to the campaign that generated them.

    We want to put all of these people into a target list for a new email campaign!

    I can't figure out how to do it.

    If I go to target list->LISTA->leads->select then I get all leads. I can't really filter them. We have a large number. How do I just select leads generated from the previous campaign?

  2. #2
    salesagility's Avatar
    salesagility is offline Sugar Community Member
    Join Date
    Aug 2006
    Location
    UK
    Posts
    2,379

    Default Re: Import leads of a campaign into a target list

    Goto Admin>Studio>Leads>Layout>Search>Advanced Search


    Drag Campaign from the right hand column to the left - Save

    Then you can select leads by Campaign from Advanced Search in ListView

  3. #3
    roxtec's Avatar
    roxtec is offline Sugar Community Member
    Join Date
    Jul 2007
    Location
    Hamburg Germany
    Posts
    122

    Default Re: Import leads of a campaign into a target list

    or go into the old campaign Mark it as send and go into view status. here you can add the leads from the list to a new target list. this one you can use for the next email campaign. Or you can use the old targetlist for the new campaign. that works well. Next time you should import the list of leads with a Lead source description like an exhibition name. then you can create a report for this leads and select leads from report in the target list. many ways of doing this. The benefit of using a lead source description is that people can search for it when you add the field lead source descrition in the advanced search of the leads.

    Good luck
    --
    Best regards

    Matthias Brück
    IT Manager, CRM Specialist IT Dep.
    Roxtec Int. AB
    +49 1724392462
    matthias.brueck@de.roxtec.com

    http://www.roxtec.com

    WE SEAL YOUR WORLD

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. Replies: 3
    Last Post: 2009-07-25, 09:23 AM
  2. about campaign(target list)
    By ashiwebi in forum Developer Help
    Replies: 1
    Last Post: 2009-02-23, 03:45 AM
  3. Replies: 0
    Last Post: 2008-08-04, 03:35 PM
  4. Import leads directly in a Target list ?
    By natoulou in forum Help
    Replies: 4
    Last Post: 2008-03-18, 04:50 PM
  5. Target all leads for an email campaign
    By amirtal333 in forum Help
    Replies: 2
    Last Post: 2007-05-17, 05:10 PM

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •