Using Salesforce Apsona

NOTE  This task requires assistance from your eComm Specialist.

Have an excel file of folks that you want to email? Your eComm specialist can create a Salesforce Campaign to capture your audience for you to distibute messages to. Once you hand over your spreadsheet, your eComm specialist will start their process to get it into Salesforce by:

  • Identifying the contacts that already exist in Salesforce, then adding them to your specific Campaign.
  • If a contact does NOT already exist in Salesforce, they'll create a new contact, then add them to your specific Campaign

Match Existing Contacts and Add to Campaign
Add New Contacts to Salesforce