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January 23, 2013
Question

Adding accounts to a campaign

  • January 23, 2013
  • 12 replies
  • 2134 views
Hi all, I'd like to know how to add accounts (and all associated contacts within that account to a campaign. One of my colleagues added an identical task to a list of accounts in Salesforce. Some of which have contacts assigned, some of which don't. Therefore I can't do a batch campaign with smart list 'Activity was logged' with constraint 'is task = true' as this only recognises the leads, not the accounts.

The only factor we can distinguish on is the activity/task logged against the account. Is there a way via either SFDC or Marketo that I can search on this and move all accounts into a SFDC campaign?

Thanks!

Jess
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12 replies

January 24, 2013

Hi Jess,

Add them to the program as members.  When they get added in their they will be added to the SFDC campaign.

Go to your smart list:
>>Select All
>>Flow Actions
>>Change Status in Progression

This will add them to the program and auto synch to SFDC campaign.

January 24, 2013
That worked thank you!