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Add Campaign Members from an Account Page

Select campaign members from the Contacts related list on your accounts.

Required Editions

Available in: Salesforce Classic and Lightning Experience
Available in: Salesforce Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To add or clone a campaign member:

Read on campaigns

AND

Edit on leads and contacts

AND

Marketing User selected in User Detail
To edit individual campaign members:

Read on campaigns

AND

Read or Edit on leads or contacts

AND

Marketing User selected in User Detail
  1. From an account detail page, go to the Contacts related list.
  2. Add one or more contacts as campaign members.
    • To add a single campaign member, select Add to Campaign from the Actions menu next to the contact.
    • To add more than one member, click View All, then select campaign members and click Add to Campaign. The maximum number of contacts viewable per page is 200.
  3. Specify the campaign.
  4. Specify the campaign member status.
  5. Choose whether to apply the member status to selected leads or contacts who are already members of the campaign.
  6. Submit your changes.