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Sales Basics
Add Multiple Members to a Campaign from a List View

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Add Multiple Members to a Campaign from a List View

Save time by adding up to 200 members to a campaign at once from your lead or contact list views. Or update the member status for members already associated with the campaign.

Required Editions

Available in: Salesforce Classic and Lightning Experience
Available in: Salesforce Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To add contacts to a campaign:

Marketing User selected in User Detail

AND

Edit on campaigns

AND

Edit on contacts
To add leads to a campaign:

Marketing User selected in User Detail

AND

Edit on campaigns

AND

Edit on leads
To add person accounts to a campaign:

Marketing User selected in User Detail

AND

Edit on campaigns

AND

Edit on contacts
  1. Navigate to a contact or lead list view.
  2. Select up to 200 records to add to a campaign.
  3. Click Add to Campaign.
  4. Enter the name of a campaign.
  5. Select a member status for the new members.
  6. Choose whether members already associated with the campaign keep their current status. If you want, update their status with the one you selected for new members.
  7. Add the members.
 
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