STEP 7: add campaignmembers
Updated
by
Sara Poelmans
- Go to the campaign in Salesforce and click on Campaign Members
- Here you can add the guests you want to use in your event.
- To send these Campaign Members to Halito they need to have the status "APPROVED BY SALES"
- If your list of Campaign Members is ready, you will see in the Halito block how many members are approved to go to Halito.
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- To send these to Halito you have to click on the button "create Participants" if the upload is ready you'll see this in the Halito block.
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- If you go to Halito you'll see that these campaign members are added as guests in the guests list.