Add Multiple Contacts and Leads to Campaigns

Quickly add lots of contacts, leads, and person accounts as members to your campaigns at one time.

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 Leads or Add Contacts.
  2. Select leads or contacts from the list, or search for specific leads or contacts.
  3. Click Next.
  4. Select a member status for the added members.
  5. Choose whether to apply the member status to selected leads or contacts who are already members of the campaign.
  6. Click Submit.