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How to Combine Multiple Contact Reports using Campaigns: https://help.pm.leapevent.tech/a/1168250
If you're getting ready to send out a Marketing mailer or Annual Appeal, you may be feeling a little frustrated when you have two Contact reports that you want send your mailer to, but you can't figure out how to combine them. Well, that's where Campaigns come in to save the day, and this article is here to walk you through each step:
1. Create your Contact Reports
You'll first want to create the Contact reports that you're trying to combine.
Our first report is looking at Contacts that purchased tickets to our "Romeo & Juliet" Ticketable Event
Our second report is looking at Contacts who donated to our Annual Fund
If you need help building these kinds of reports, or having trouble creating the reports you need, check out our All About Reporting article.
2. Create a Campaign
This Campaign will house all of the Contacts from both reports.
2.1. Click on the "waffle" icon
2.2. Click on the Campaigns tab
2.3. Click "New"
2.4. Select the "Salesforce" as the Campaign Record Type and click continue
2.5. Name the Campaign after the reports you are combining
2.6. Make sure to check the "Active" checkbox, and then click save
3. Add Contacts from your Reports to your Campaign
Now that your Campaign is built, you'll want to add the Contacts from your reports as Campaign members.
3.1. Go to your Reports Tab
3.2. Open your first Contact report
3.3. Click the "Edit" drop down button
3.4. Click "Add to Campaign" from the drop down
3.5. Look up your Campaign and choose the Member Status "Sent"
3.6. Click "Submit"
3.7. You'll be emailed once all of your Contact records have been added to your Campaign
4. Combine Reports using your Campaign
You can now create a report that uses the "Campaign Name" filed to combine your Contacts into the same report.
4.1. Create a new Contacts report
4.2. Click "Save As" and save your report under a new name
This prevents you from overwriting your All Contacts report template
4.3. Click "Edit" to modify the report
4.4. Add a Cross Filter
4.5. Set the Cross Filter to look at Contacts with Campaign History, with Campaign Name equals your custom Campaign
To learn more about how to create Cross Filters, make sure to check out our help article How to Build Tricky Reports with Cross Filters.
4.6. Click "Run Report"
4.7. Finito!
