No contacts/leads in campaign

Enhancing Salesforce Data Quality: Addressing the Issue of No Contacts/Leads in Campaigns

Overview

We will admit, this data quality issue is a bit far fetched. Something has to have gone seriously wrong if there are campaigns without any contacts or leads on them (or the campaign is still being put together).

With that being said, adq can be used to add campaign members to a campaign in bulk quickly.


Impact

Campaign members are essential to track ROI of campaigns and continue driving forward active campaigns. Without this crucial connection between prospects and their respective campaign, it is difficult for the campaign to have any value.


Steps to resolution

Determine Approach 🎯

Determine where campaign members are located or can be sourced from. Often preferences or notes on the contact or lead will be used to add them to a campaign.

In our example we will be using contact segmentation on the ‘type’ field to add people to this campaign.

Navigate to an Example 🕴

Navigate to the campaign record or create the campaign like you would with any adq data quality fix.

Prompt the Assistant 💬

Prompting this is a bit different as the system needs to be prompted to only update campaign members for this singular campaign.

This can be done by prompting the adq assistant with this detail (e.g., “I only want to add campaign members to this campaign do not add campaign members to any other campaign”). The prompt for the fix should also include the segmentation (e.g.,”All contacts with the type value of ‘Enterprise Sales Enablement’ should be added to the campaign through the creation of the campaign member object”)

Validate Results ✅

Spot check by clicking through the IDs of the contacts that are being added to the campaign. Confirm that the IDs that are loaded to the “Campaign” field all match the desired campaign.

Enjoy the Success 🎉

Sit back and watch as the changes get pushed into Salesforce! You did an awesome job! 🚀