Adding Accounts as Campaign Members

You can view and manage accounts, including person accounts, as campaign members in a few locations.

Available in: Salesforce Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions

Work with accounts as campaign members in the locations outlined in the table.

To add an account as a campaign member from an account record, find the Campaign History related list, and then select Add to Campaign.
To start from a campaign record, find the Campaign Members related list, select Add Account, and then select members from a list of all available accounts.
To bulk import accounts as campaign members, open the Data Import Wizard, select the Campaign Members, and follow the prompts.

Record	Location	What’s Shown
Account	Campaigns related list	Campaigns associated with any of the account’s contacts.
Account	Campaign History related list	Campaigns that include the account as a campaign member.
Campaign	Campaign Members related list	Accounts that are campaign members.
Standard Report	Campaigns and Campaign Members report	Account records with a member type of Account. The column formerly called Lead/Contact ID is labeled Related Record ID.
Standard Report	Campaigns with Accounts report	Relationships between campaigns and accounts. This report becomes available after you enable Accounts as Campaign Members.
Custom Reports	Object Types	Account as a secondary object (when you select Campaign as the primary object)

Note In Salesforce Classic, the bulk add action isn’t available on the Campaign Member related list.

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