How to Add Campaign Members in Salesforce

Quick summary

This demo shows how to add campaign members in Salesforce by navigating to the Marketing section, finding an existing campaign, and enrolling leads or contacts directly from the Campaign Members panel or the Contacts list.

Steps

1. Click 'Marketing' in the left-side menu to open the Marketing navigation.
2. Search for 'Campaign' in the top search bar and select an existing campaign from the results.
3. On the campaign page, scroll down to the Campaign Members section and click 'Add Leads' or 'Add Contacts'.
4. Alternatively, click 'Contacts' in the left-side menu to access your contacts list directly.
5. Select a contact and click the 'Add to Campaign' button at the top of the page.
6. Choose the campaign destination and click 'Submit' to complete the enrollment.