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            Add Patients and Members to a Campaign

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            Add Patients and Members to a Campaign

            Campaigns are an effective way to help patients and members stay engaged with their care team and stick with their care plans. Identify a group of people who share a need, and then assign them to a campaign.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud
            User Permissions Needed
            To view campaigns: Read on campaigns
            To customize type values:

            Edit on campaigns

            AND

            Marketing User checked in your user information
            1. To add a single person to a campaign, open their record and click Add to Campaign.
            2. To add multiple people to a campaign, select the people you want to add from the campaign record.

            A record of being added to the campaign appears on the person's timeline.

             
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            Salesforce Help | Article