Add Campaign Members from Standard and Custom Reports
- From a report that returns lead, contact, or person account records, click Add to Campaign.If the Add to Campaign button is disabled, modify your report to return fewer than 50,000 records.
- Enter the name of a campaign.
- Select a member status for the new members.
- Choose whether members already associated with the campaign keep their status. If you want, update their status with the one you selected for new members.
- In Lightning Experience, click Submit. In Salesforce Classic, click Add to Campaign.
- In Lightning Experience, you receive an email when adding members is complete. In Salesforce Classic, review the confirmation screen and then click Done.