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Who can import campaign members?
Only users with the required permissions can import campaign members with the Data Import Wizard.
| Import Option | User Permissions Needed |
|---|---|
| To add or update campaign members via the Data Import Wizard: | Marketing User selected in your user information AND Read on contacts OR Import Leads AND Edit on campaigns |
| To add contacts that you own to a campaign via the Data Import Wizard: | Marketing User selected in User Detail AND Create on accounts AND Read on contacts AND Edit on accounts and campaigns AND Import Personal Contacts |
| To create contacts that you own and add them to a campaign via the Data Import Wizard: | Marketing User selected in User Detail AND Create on accounts AND Read on contacts AND Edit on accounts and campaigns AND Import Personal Contacts |
| To add contacts owned by others to a campaign via the Data Import Wizard: | Marketing User selected in User Detail AND Create on accounts AND Read on contacts AND Edit on accounts, contacts, and campaigns AND Modify All Data |
| To create contacts owned by others and add them to a campaign via the Data Import Wizard: | Marketing User selected in User Detail AND Create on accounts AND Read on contacts AND Edit on accounts, contacts, and campaigns AND Modify All Data |
| To add existing leads to a campaign via the Data Import Wizard: | Marketing User selected in User Detail AND Edit on campaigns AND Import Leads |
| To create leads and add them to a campaign via the Data Import Wizard: | Marketing User selected in User Detail AND Edit on campaigns AND Import Leads |
| To add person accounts that you own to a campaign via the Data Import Wizard: | Create on accounts AND Edit on accounts AND Import Personal Contacts |
| To add person accounts owned by others to a campaign via the Data Import Wizard: | Create on accounts AND Edit on accounts and contacts AND Modify All Data |
