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 Include Marketing campaign as referral on import 
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Joined: Tue Apr 01, 2014 7:28 am
Posts: 7
Post Include Marketing campaign as referral on import
Adding referral source to clients currently seems to be only one at a time. So any of the statistics and reporting is useless on multiple names/lists received that are imported from csv.
I'm currently trying to import an entire database from another system with no way to include the referral (that we could include) of each client - simply impossible going over all of them individually. Only option is with tags which is a temporary solution - but we can't report as with marketing campaign stats. I thought perhaps importing tags, then associating those with a respective marketing campaign. This works but only as an "outbound" marketing list (as if about to do a mail out), not inbound as source.
Looking forward, those who receive lists of prospects or clients from any source have no way to add this important information except laboriously by hand editing every client.
An "import client/prospect" window via the marketing screen?
Other requests similar in forum would be adding a column for referral/marketing on client & prospect windows. Assume would tie in with this request.

Wed Jun 10, 2015 5:53 am
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