Manage Members with the Campaign Members Related List

Manage campaign members directly from a 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 or clone a campaign member:	Read on campaigns AND Edit on leads and contacts AND Marketing User selected in User Detail
To view and edit the campaign members related list:	Read on campaigns AND Read on leads or contacts AND Marketing User selected in User Detail

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 view and edit the campaign members related list:

Read on campaigns

AND

Read on leads or contacts

AND

Marketing User selected in User Detail

Use the Campaign Members related list to:

Add individual members by searching
Add multiple members from an import file
Edit members
Update or remove existing members
Update member statuses from an import file
Send Sales List Emails to selected or filtered campaign members

In Lightning Experience, the Campaign Members related list includes a chart showing the number of campaign members with each campaign member status. The chart doesn’t appear for campaigns with more than 10,000 members when sharing for campaign members is set to Controlled by Lead or Contact, and sharing for leads and contacts is set to private.