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Manage Members in Campaign


Campaign management in Salesforce enables effective Lead Generation and Brand Building, and helps easily track the results of the Campaign.

Manage Members: 

Campaign members are created/added from Lead, Contact, or Person Account records. Salesforce provides a variety of ways in which you can manage your campaign members. You can add members to a campaign one at a time from Contact or Lead detail pages. You can search for or add or edit multiple leads and contacts from the Manage Members page.

1. Add Members: 

You can add more members to a campaign using the “Add Member” tab. Using this tab, you can add members from SF database (Leads and Contacts records).

Below are the steps and screenshots to add a member using the “Add Members” option.

Step: 1.1 Click the Campaigns tab and create a new Campaign.

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Step: 1.2 Click Manage members>>Add Members

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Step: 1.3 Select Leads / Contacts and specify the Filter Criteria accordingly; so, a list of members will be displayed to be added.

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Step: 1.4 Select the Status (“Sent”, for example) from the dropdown. All Contacts added will have the Campaign Status as Sent.

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Step: 1.5 Success message will be displayed after the members are added to the Campaign

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Step: 1.6 Count of the number of members added is displayed in Total Leads field on the Campaign object

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Now, let us see how Converted Lead counts are shown on the Campaign detail page.

Step: 1.7 Click the Leads tab, and select an existing Lead.