Importing Contacts from a Salesforce Campaign

Last Updated: Jun 06, 2016 12:57PM PDT
Greenvelope makes importing your contacts into our system as easy as possible! You can now import contacts directly from your Salesforce campaign members.

How to Import Contacts from Salesforce:

Step 1: Make sure you have connected Salesforce to Greenvelope. More information.

Step 2: Click the “Send” step.
Step 3: Click the “Import” link.

Step 4: Select “from Salesforce.”

Step 5:  Select which campaign’s contacts to import and click “Start Import.” 

First Name, Last Name, Email, and Company will import.


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