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Sales Basics
Add Campaign Members with Manage Members

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Add Campaign Members with Manage Members

Learn how to add campaign members from the Manage Members page.

Required Editions

Available in: Salesforce Classic
Available in: Salesforce Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To add campaign members:

Edit on campaigns

AND

Edit on leads and contacts

AND

Marketing User selected in User Detail
To remove campaign members:

Read on campaigns

AND

Edit on leads or contacts

You can add leads and contacts as members of a campaign from the Manage Members page. To add contacts to a campaign, the Add to Campaign checkbox must be enabled.

Note
Note Before using the Manage Members page, verify that you’re using a supported browser.
  1. On a campaign detail page or the Campaign Members related list, click Manage Members and select Add Members - Search.
  2. On the Add Members subtab, select the Leads or Contacts option to add leads or contacts, respectively.
  3. Search for leads or contacts:
    • You can specify search filters and click Go!
    • Alternatively, you can select an existing view, such as all open leads, from the Use Existing View dropdown list. Your results show automatically. If you select an existing view, you can modify its criteria by adding or changing filters, and clicking Go!.
      Note
      Note You can’t modify filter criteria if you selected a view that uses advanced options or that uses more than five filters. Filter criteria are reflected in your search results for these views, though not all filter criteria appears
  4. Select the checkboxes next to the records that you want to add. To select all records on the current page, select the checkbox in the header row.
  5. Select a status from the Add with Status dropdown list.

A confirmation message appears and you see the members that you added on the Existing Members subtab.

Note
Note If you’re unable to add contacts, turn on the Add to Campaign checkbox. From the object management settings for contacts, go to Search Layouts. Then, edit the Contacts list view, select Add to Campaign, and save your changes.

The latest Manage Members page isn’t available in accessibility mode. In accessibility mode, you can still add contacts or leads to a campaign, update campaign members, and remove campaign members using the campaign member wizards.

 
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