Question:

When I import my customers from one campaign into another new campaign, out of the 30,000 from the first campaign, only a few show up in the new campaign. What's wrong or what am I doing wrong?

Answer: 

The main issue, I believe, is this:  Customers don't belong separately to different campaigns. 

Hence, there's no need to import a list of customers that already exist.  If you do import existing customers, and if you did not check the box  "Duplicates? [ ] Overwrite", then only those customers with different unique ID (Card #s) will be imported (and "added") to the campaign you selected.

Here some details on how that works:  

• For every business (client account) we keep two separate tables of data: 
  1. One is the Customers data table (with customers' info, such as name, card #, phone, email, address, etc.)  
  2. The other is a Transactions table, where a transaction is keyed to a customer's unique ID (card #) and the campaign that transaction is for, along with the details of the transaction.
• The way we figure out which customers "belong" to a campaign is to count (or list) which customers have a transaction for a particular campaign in the Transactions table.  If the unique ID (card #) of the transactions that were imported have a matching customer record in the Customers table, then we can display that information when requested (like in reports).  This is done because we have some customers who import transactions first (thus creating "blank" customer records for new card #s), and then later import a customer list with the customer details (using "overwrite duplicates").
  
  
• You can access existing customer info on a brand new campaign either by first looking them up in a campaign where they already have a transaction, and then using the pul-down in the upper right-hand corner of the screen to "traverse" across to this new campaign. Or you can also look up any existing customer in a new campaign using their unique ID (card #) -- but not with any other info (by name, or phone #, etc.)  Why can't you look up an existing customer in a new campaign?  Because this would pose a security breach for businesses who have different campaigns used by different members of their staff.  For example we don't want an employee with access to only one particular campaign to be able to pull up names that only have transactions in a campaign they do not have access to. (And many other different scenarios).  The point is that this is the best way that we have found to manage a single customer list used by users with differing permissions to access different campaigns.

So in your case, what you have is an existing list of customers in the Customers table in our database, and in the Transactions table, one or more entries for each customer id (card #) with their transaction details.  Hence when first importing new customers into a campaign, you need to create two sets of data to import:

1. The customer information including the unique ID / Card # to import via the "Import Customers" button.
2.  The same list of card #s but with an amount and a description to import via the "Import Customer Transactions" button.

To create a new campaign, then, all you have to do is use the "Import Customer Transactions" functionality to import the list of unique IDs (card #s) and the transactions that each should have (like their current balance to be transferred, for example).  If you want a blank campaign, you can use a balance of 0 (zero) and put in the description "Account Activated" or "Welcome" or some other description.  This will be recorded as a transaction for that customer in that campaign, and thus counted in the summary count on the control panel, and will also thus allow you to "go into a campaign" and lookup that customer by any of their known information (name, email, address, etc.)