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            Add Campaign Members from Standard and Custom Reports

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            Add Campaign Members from Standard and Custom Reports

            Adding members to a campaign is quick and easy when you add them from your lead, contact, and person account tabular, summary, and matrix reports.

            Required Editions

            Available in: Salesforce Classic and Lightning Experience
            Available in: Salesforce Professional, Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To add campaign members from a contact report:

            Marketing User selected in User Detail

            AND

            Edit on campaigns

            AND

            Read on contacts

            AND

            Read on reports
            To add campaign members from a lead report:

            Marketing User selected in User Detail

            AND

            Edit on campaigns

            AND

            Read on leads

            AND

            Read on reports
            To add campaign members from a person account report:

            Marketing User selected in User Detail

            AND

            Edit on campaigns

            AND

            Read on contacts

            AND

            Read on reports

            You can add campaign members from a report that returns lead, contact, or person account records. Verify that Detailed Rows is turned on before you begin.

            1. Make sure that the Detailed Rows setting is turned on.
            2. Click the report’s action menu, and then select Add to Campaign. If the Add to Campaign button is disabled, modify your report to return fewer than 50,000 records.
            3. Enter or select the campaign to add these members.
            4. Select a member status for the new members, or keep their current statuses.
            5. Click Submit, and then check your email for a confirmation message.
            6. In Salesforce Classic, use the Add to Campaign button to complete the operation. Review the confirmation screen, and then click Done.

            Be aware of these considerations when adding campaign members from a report:

            • To add members to campaigns from custom reports, the report’s primary object must be a lead, contact, or person account.
            • To add members to campaigns from reports in Lightning Experience, the custom report type must include the Full Name field.
            • If you interrupt the add campaign members process, some members can still be added to the campaign. That’s because members are added in batches.
            • If you edit a record during the adding process, it isn’t added to the campaign.
            • You can add active leads to campaigns—not converted leads. If converted leads appear on your report, don’t worry, only the active leads are added to the campaign.
            • The Add to Campaign button appears only in saved reports. The button doesn’t appear when you edit or preview a report.
             
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