--- schema_version: "1" id: f1d7946cab9d45fff82e07ec68c87b454e841625d32e9112922ae405e2277a00 title: Add Campaign Members from Standard and Custom Reports collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/campaigns_reportwizard.md canonical_url: https://help.salesforce.com/s/articleView?id=sales.campaigns_reportwizard.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: f63deb25eb69e235a3ca5778f97ae7fdaa89a7c9779c4369cfc81dbae0ebdefe description: Adding members to a campaign is quick and easy when you add them from your lead, contact, and person account tabular, summary, and matrix reports. products: - Sales Cloud release: "264" --- # Add Campaign Members from Standard and Custom Reports Adding members to a campaign is quick and easy when you add them from your lead, contact, and person account tabular, summary, and matrix reports. ### Required Editions

Available in: Salesforce Classic and Lightning Experience

Available in: Salesforce Professional, Enterprise, Performance, Unlimited, and Developer Editions

User Permissions Needed
To add campaign members from a contact report:	Marketing User selected in User Detail AND Edit on campaigns AND Read on contacts AND Read on reports
To add campaign members from a lead report:	Marketing User selected in User Detail AND Edit on campaigns AND Read on leads AND Read on reports
To add campaign members from a person account report:	Marketing User selected in User Detail AND Edit on campaigns AND Read on contacts AND Read on reports

User Permissions Needed

To add campaign members from a contact report:

Marketing User selected in User Detail

AND

Edit on campaigns

AND

Read on contacts

AND

Read on reports

To add campaign members from a lead report:

Marketing User selected in User Detail

AND

Edit on campaigns

AND

Read on leads

AND

Read on reports

To add campaign members from a person account report:

Marketing User selected in User Detail

AND

Edit on campaigns

AND

Read on contacts

AND

Read on reports

You can add campaign members from a report that returns lead, contact, or person account records. Verify that Detailed Rows is turned on before you begin. 1. Make sure that the Detailed Rows setting is turned on. 2. Click the report’s action menu, and then select **Add to Campaign**. If the **Add to Campaign** button is disabled, modify your report to return fewer than 50,000 records. 3. Enter or select the campaign to add these members. 4. Select a member status for the new members, or keep their current statuses. 5. Click **Submit**, and then check your email for a confirmation message. 6. In Salesforce Classic, use the Add to Campaign button to complete the operation. Review the confirmation screen, and then click **Done**. Be aware of these considerations when adding campaign members from a report: - To add members to campaigns from custom reports, the report’s primary object must be a lead, contact, or person account. - To add members to campaigns from reports in Lightning Experience, the custom report type must include the Full Name field. - If you interrupt the add campaign members process, some members can still be added to the campaign. That’s because members are added in batches. - If you edit a record during the adding process, it isn’t added to the campaign. - You can add active leads to campaigns—not converted leads. If converted leads appear on your report, don’t worry, only the active leads are added to the campaign. - The Add to Campaign button appears only in saved reports. The button doesn’t appear when you edit or preview a report.