How to import Multiple Marketing Campaigns?

This article outlines a series of steps to do the following: 

Import an existing Marketing Campaigns file to Pronto

1. Go to the Ecosystem module and select the Relationship in which you would like to Import the multiple Marketing Campaigns.
   
   
   
   
2. Once the Dashboard page loads, click on the Marketing tab within the selected Relationship on the left sub-navigation as shown in the screenshot below. 
   
   
   
   
3. On the Marketing screen under Campaigns click on the Add Campaign button on the top right corner of the screen and then select Report from the drop-down to upload a report.
   
   
   
   
4. Select the desired .xlsx or .csv file from your local system and click next.
   
   
5. Once you click on Next, you will see a pop-up window which automatically* maps the system fields to the report that is being uploaded. Map the remaining Mandatory fields and the other fields that you want to populate. 
   
   *Pronto uses state of the art AI and ML algorithms and other necessary coded intelligence to discover, learn and auto map your spreadsheet headers to Pronto fields. The experience of uploading further reports becomes more intuitive and seamless as the system constantly learns and enriches based on the past data uploaded. 
   
   Make sure the Source Record ID* is mapped to the Campaign which you want to be updated. 
   
   *Source Record ID can be Campaign name, Campaign ID, Account ID or a specific ID from the excel sheet
   
   If you uploaded a weekly or a bi-weekly report previously and if you are uploading the report again with the new edited or added data, make sure the Source Record ID* is mapped to the Opportunity which you want to be updated and not create a duplicate entry. 
   
   Note: Please note the mandatory fields required denoted by *
   
   
   
   After you map the corresponding fields, click on Next to start the import process.
   
   
6. You will now be navigated to the Import Campaigns screen where you can import only some campaigns from the list of campaigns or select all the campaigns to import. You will see a message to the bottom left of the page “Fields have been mapped successfully” and “Campaigns have been fetched successfully”. 
   
   
   
   
7. On the Imports Campaign screen, select the specific Activity/Campaign which you uploaded or select all and click on Add to Campaigns on the bottom right of the screen as shown in the screenshot below.
   
   
   
   
8. The Campaign data will be uploaded to the Campaigns page and you will see a message to the bottom left of the page which reads "Campaigns have been added successfully".
   
   
   
   
9. After you map the excel sheet, on the Import Campaigns page, you can set a filter condition to filter data from your source file before importing it into Pronto. 
   
   a) Set "AND" condition(s)
   
   --> To set the filter, select the Set "AND" condition(s) option on the top right of the screen.
   --> Provide the desired filter condition and click on Fetch data to filter the data in your source file.
   
   
   
   b) Set "OR" condition(s)
   
   --> To set the filter, select the Set "OR" condition(s) option on the top right of the screen.
   --> Provide the desired filter condition and click on Fetch data to filter the data in your source file.