You are here:
How do I add contacts and leads to campaigns?
Your company’s campaigns typically target existing customers (contacts) and prospective customers (leads). You can associate contacts and leads with campaigns as campaign members.
- To add an individual contact or lead to a campaign, click Add to Campaign on the contact or lead record, and then select a campaign.
- To add multiple contacts or leads to a campaign, use these tables to find the steps recommended for the source of contact or lead information that you’re using.
| Contact Source | Steps for Adding Contacts to Campaigns | Maximum Number of Records You Can Add |
|---|---|---|
| A report of existing contacts | Add Campaign Members from Standard and Custom Reports | 50,000 per report |
| A .csv file of existing contacts | Add Campaign Members from Standard and Custom Reports | 50,000 per import file |
| A .csv file of new contacts | Create Contacts and Add Them to a Campaign with the Data Import Wizard | 50,000 per import file |
| A list view of existing contacts | Add Multiple Members to a Campaign from a List View | 250 per list page |
| The Contacts related list on an Account | Add Members to Campaigns from Accounts | 200 per list page |
| Lead Source | Steps for Adding Leads to Campaigns | Maximum Number of Records You Can Add |
|---|---|---|
| A report of existing leads | Add Campaign Members from Standard and Custom Reports | 50,000 per report |
| A .csv file of existing leads | Add Existing Leads to a Campaign with the Data Import Wizard | 50,000 per import file |
| A .csv file of new leads | Create Leads and Add Them to a Campaign with the Data Import Wizard | 50,000 per import file |
| A list view of existing leads | Add Multiple Members to a Campaign from a List View | 250 per list page |
Did this article solve your issue?
Let us know so we can improve!
