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            Manage Members with the Campaign Members Related List

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            Manage Members with the Campaign Members Related List

            Manage campaign members directly from a campaign detail page.

            Required Editions

            Available in: Salesforce Classic and Lightning Experience
            Available in: Salesforce Professional, Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To add or clone a campaign member:

            Read on campaigns

            AND

            Edit on leads and contacts

            AND

            Marketing User selected in User Detail
            To view and edit the campaign members related list:

            Read on campaigns

            AND

            Read on leads or contacts

            AND

            Marketing User selected in User Detail

            Use the Campaign Members related list to:

            • Add individual members by searching
            • Add multiple members from an import file
            • Edit members
            • Update or remove existing members
            • Update member statuses from an import file
            • Send Sales List Emails to selected or filtered campaign members

            In Lightning Experience, the Campaign Members related list includes a chart showing the number of campaign members with each campaign member status. The chart doesn’t appear for campaigns with more than 10,000 members when sharing for campaign members is set to Controlled by Lead or Contact, and sharing for leads and contacts is set to private.

             
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