Add Members by Account from a Campaign Page

Quickly add some or all of an account’s contacts to a campaign from the campaign detail page.

Required Editions

Available in: Salesforce Classic and Lightning Experience
Available in: Salesforce Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To add multiple contacts, leads, and person accounts to campaigns:

Marketing User selected in User Detail

AND

Edit on campaigns

AND

Read on contacts, leads, and person accounts

  1. From the Campaign Members related list on a campaign, click Add Contacts.
  2. Search for an account name.
  3. Select some or all of the contacts that appear for the account.
  4. Click Next.
  5. Select a member status for the added members.
  6. Choose whether to apply the member status to selected leads or contacts who are already members of the campaign.
  7. Submit your changes.