How to add records to a campaign from reports?

Easily import records into Delpha Campaigns using Salesforce reports. Filter your target list, run the report, and add leads or contacts to your campaign in one click. Perfect for focused prospecting.

How to Import Leads into a Delpha Campaign from a Salesforce Report

Quickly populate your Delpha Campaign by leveraging existing Salesforce reports.

Steps to Follow

1. Create or Open a Report

   • Go to Salesforce Reports and create a report that includes the contacts or accounts you want to add.

   • Apply the right filters to target your desired audience.

2. Run the Report

   • Click Run to generate the report with live data.

3. Add to Campaign

   • Click the drop-down arrow next to the Edit button.

   • Select Add to Campaign.

   • Enter the name of your Delpha Campaign to link the selected records.