Question
How do I transfer contacts from one ORCA campaign to another?
Answer

You can import your lists(s) of contacts from a previous campaign into your newly created campaign, so you don't have to re-type them.

The import process will go smoothly if you don’t have any errors in your previous list. Use the Search contacts function under Contacts on the ORCA dashboard to access the contact list in the campaign. Delete any empty lines or duplicates you find in your contacts. Check your couple contacts to make sure that the name of the couple is not the same as Contact 1 or Contact 2, and that Contact 1 and Contact 2 are entered for each couple.

If you import contacts from a previous campaign to a new campaign and errors exist in the previous campaign, ORCA will halt the import process. If you import a second time it will import the entire list again, subsequently duplicating the names from the first attempt. You can delete the duplicates after the import process is successful.

If you have an ORCA campaign open, use the Exit button to get out of the campaign. On the front page of ORCA, click the Import and Export function.

Click Import from another program or file

Click Next

Click ORCA Dataset

Click Next

Select the closed campaign that has the names you wish to export FROM

Click Next

Double click the name of the new campaign committee you wish to import INTO

Click Next

Check items you wish to import

Click Import

Click Finish

 

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