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Update Campaign Member Details

As a standard Distributed Marketing user, you review contacts, leads, or person accounts to receive campaign messages through Distributed Marketing. Click a campaign member to view and update their record details.

Required Editions

User Permissions Needed
To update campaign member details: DMAdministrator License permission set and Administrator permission (mcdm_15 namespace) or DMStandard License permission set and Standard permission (mcdm_15 namespace) is required.
  1. In Salesforce, navigate to your campaign.
  2. In the Campaign Messages component, click View Pending Members.
    Note
    Note If View Pending Members isn’t an option, there aren’t any campaign members to review.
  3. To view the campaign member record details, click the name of a pending campaign member.
  4. To edit campaign member details, click Edit_icon next to a field.
  5. Save your changes.
  6. To view Chatter feed posts for this campaign member, click Feed.
  7. To view attachments, cases, opportunities, and more for the campaign member, click Related Lists.
  8. To return to Pending Approvals, click Close_window_icon.