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Campaign Member Task Overview
Use the Manage Members page to search for, add, or edit multiple leads and contacts. To add members one at a time, go to a member’s contact or lead detail page. With the Data Import Wizard, you can add up to 50,000 leads, contacts, or person accounts at a time to a campaign. You can also use the Data Import Wizard to update the statuses of up to 50,000 campaign members at a time.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available in: Salesforce Professional, Enterprise, Performance, Unlimited, and Developer Editions |
Adding Campaign Members
You can add new members to a campaign:
- Individually from the Campaign History related list on a contact, lead, or person account detail page
- By searching for contacts and leads from the Manage Members page
- From a campaign, contact, person account, or lead report
- From a list view of existing contacts or leads
- From a CSV import file of existing leads
- From a CSV import file of existing contacts
- From a CSV import file of existing person accounts
- From a CSV import file of new leads
- From a CSV import file of new contacts
Editing Campaign Members
You can edit the details of existing campaign members:
- Campaign History related list on a contact, lead, or person account detail page
- From the Campaign Members related list on a campaign detail page
- From the Manage Members page
Updating the Status of Existing Campaign Members
You can update the status of existing campaign members:
- From the Campaign History related list on a contact, lead, or person account detail page
- From the Manage Members page
- From a campaign, contact, person account, or lead report
- From a CSV import file of existing members
Removing Campaign Members
You can remove members of a campaign:
- From the Campaign History related list on a contact, lead, or person account detail page
- From the Campaign Members related list on a campaign detail page
- From the Manage Members page
Example Uses
- Create follow-up campaigns—Search for a custom list view of contacts or leads that is restricted to an earlier campaign and a certain member status, such as “Attended”. Then add items from the generated list to a follow-up campaign. See Add Multiple Members to a Campaign from a List View.
- Leverage reporting functionality—Customize a standard report or build a new custom report that returns a list of contacts, person account, or leads that you want to target. With the click of a button, you can add the entire list to a campaign. See Add Campaign Members from Standard and Custom Reports.
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