Administer Org-Wide Pending Member Table Defaults

After contacts, leads, or person accounts are added to campaigns, standard Distributed Marketing users review campaign members to personalize content and to approve or reject them for receiving messages. You can define the default fields your users see. By default, the list of pending campaign members is sorted by the creation date, which is when the member was added to the campaign.

Required Editions

User Permissions Needed
To customize the pending member table: DMAdministrator License permission set and Administrator permission (mcdm_15 namespace)
  1. In Salesforce, from the App Launcher, find and open Distributed Marketing Administration.
  2. In the Pending Campaign Member Table section, move fields between Available Fields and Visible Fields using the left and right arrows.
  3. Reorder the fields using the up and down arrows.
    Tip
    Tip You can’t remove Created Date or Name fields, but you can change where they show up in the table.
  4. Select Apply Changes.