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Work with Campaign Members
Update campaign members to accurately track your prospects.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available in: Salesforce Professional, Enterprise, Performance, Unlimited, and Developer Editions |
- Displaying and Editing a Campaign Member
From the campaign member detail page, you can edit, delete, or clone a campaign member record. Additionally, if the campaign member is based on a lead, you can convert the lead; if the campaign member is based on a contact, you can create an opportunity. - Campaign Member Task Overview
Use the Manage Members page to search for, add, or edit multiple leads and contacts. To add members one at a time, go to a member’s contact or lead detail page. With the Data Import Wizard, you can add up to 50,000 leads, contacts, or person accounts at a time to a campaign. You can also use the Data Import Wizard to update the statuses of up to 50,000 campaign members at a time. - Manage Members with the Campaign Members Related List
Manage campaign members directly from a campaign detail page. - Edit Multiple Campaign Members
Follow these steps to update the campaign member status, edit campaign member details, and remove campaign members from the Manage Members page. - Add or Update Campaign Members with the Data Import Wizard
To add or update many campaign members at one time, open the Data Import Wizard from the campaign detail page. - Delete Individual Members from Campaigns
Remove individual campaign members from campaigns. - Delete Multiple Contacts and Leads from Campaigns
Save time by removing lots of campaign members from campaigns at a time while in accessibility mode.
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