Campaign management in Salesforce enables effective Lead Generation and Brand Building, and helps easily track the results of the Campaign.
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.
Step: 1.2 Click Manage members>>Add Members
Step: 1.3 Select Leads / Contacts and specify the Filter Criteria accordingly; so, a list of members will be displayed to be added.
Step: 1.4 Select the Status (“Sent”, for example) from the dropdown. All Contacts added will have the Campaign Status as Sent.
Step: 1.5 Success message will be displayed after the members are added to the Campaign
Step: 1.6 Count of the number of members added is displayed in Total Leads field on the Campaign object
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.
Step: 1.8 Convert that lead.
Step: 1.9 Navigate to Campaign object and make sure that the converted record count is shown for the Converted Leads count field
2. Add Members- Import File
Step: 2.1 Click Manage members>> Click Add Member-Import File
Below is a sample CSV file used for import.
Step: 2.2 While importing the data, select the Contact object from standard objects and upload the CSV file
Step: 2.3 Success message will be displayed after the data import is complete.
Step: 2.4 Go to Contact object>> Recent Contact section. Here you can see the recently uploaded contacts.
Step: 2.5 Now, open any uploaded Contact record>> Scroll down to Campaign history section>> Here, you will see the uploaded contact is mapped to the Campaign that we used for data import.
Step: 2.6 Uploaded Contacts record counts are displayed for the “Total Contact” field on the Campaign detail page.
3. Edit Members-Search
Step: 3.1 Go to Campaign>>Select “Edit Members Search” option.
Step:3.2 Filter the records using any criteria, and a list of records will be displayed based on the criteria
4. Update Members – Import File
Step: 4.1 using this option, we can update existing Contact’s/ Lead’s Status of campaign members. Click Manage Members [Symbol] Select Update Members – Import File option.
Step: 4.2 Field values before updating the Contact status.
Step: 4.3 Excel file for data Status updates.
Step: 4.4 Upload the contact records through “Data Import Wizard”
After the data import is complete, Success message will be displayed.
Step: 4.5 Now, you can see the Campaign Member Status of the Contact records have been updated. Uploaded Contacts record counts are also displayed for “Total Responses” field on the Campaign detail page to reflect the new Status value.