In this Salesforce tutorial, we will learn about adding Contacts to campaigns in Salesforce. We will discuss the process of adding the contacts to the campaign in Salesforce Lightning and Salesforce Classic.
Contacts in Salesforce Campaigns
In Salesforce, adding Contacts to a Campaign means associating those contacts with a specific event related to marketing or an event related to outreach to the contacts. By adding Contacts to the Campaign in Salesforce a company can track and manage interactions with the contacts in their planned campaigns.
While working for the Sales team of an organization that uses Salesforce CRM to track and manage their customer activities and data. I was asked to add some contacts to the upcoming Campaign event where the company organized a conference to discuss future policies with the targeted contacts.
In the below examples, I will explain the method of adding the contacts to the specific Campaign in Salesforce Lightning and Salesforce Classic respectively.
Add Contacts to Campaign in Salesforce Lightning
To add Contacts to Campaign in Salesforce Lightning, navigate to the Setup page of Lightning and follow the steps below.
Step-1: On the Setup page of Salesforce Lightning, click on the App Launcher and search for the sales. Then from the options in the dropdown select Sales under the heading Apps.
Step-2: On the home page of the Sales application click on the Contacts tab.
Step-3: In the Contacts window of Salesforce Lightning, we can see the list of all contacts. Here select the contacts by activating the checkbox adjacent to the contact and after selecting the contacts click on the button Add to Campaign.
Step-4: In this step, go to the Campaign field and select a campaign from the list of existing campaigns or click on the New Campaign to create a new one to add contacts. In this example, I will create a new campaign to add contacts.
Step-5: In the New Campaign window, enter the following details for the new campaign.
- In the Campaign Name field, enter a relevant name for the Campaign. In this example, I have named the Campaign Name as Policies Amendment Meetup.
- In the Type field, select the campaign type. In this case, I have chosen the campaign type as Conference.
- In the Start Date and End Date fields, select the dates for the start and end of the campaign.
- After making the above changes, click on the Save button.
Step-6: Now go back to the Add to Campaign window, In the field, Member Status select the status as Sent and activate the radio button Keep member status, and last click on the Submit button.
As we click on the Submit button, the selected contacts will be added to the campaign and a success message of adding contacts to the campaign will appear on the screen as shown in the picture below.
Now we have successfully added the contacts to the campaign in Salesforce Lightning with the help of the steps above.
Add Contacts to Campaign in Salesforce Classic
To Add Contacts to the Campaign in Salesforce Classic, go to the Home page of Salesforce Classic and follow the steps below.
Step-1: On the home page of Salesforce Classic, click on the Contacts tab.
Step-2: In the Contacts window, click on the Go button that is at the top of the screen.
Step-3: In this window, we can see a list of all contacts. Here select the contacts by activating the checkboxes adjacent to the contact name and after selecting contacts click on the Add to Campaign button.
Step-4: In this step, we have to select the campaign and member status and for that click on the search icon near the campaign field. Unlike the lightning edition, we can’t create a new campaign here within the process.
Step-5: As we click on the search icon, a list of campaigns will open, and from here select the campaign to which you have to add the contacts. For example, I have selected the campaign GC Product Webinar
Step-6: After selecting the campaign select the Member Status field as Sent and activate the radio button Override the member status. After making these changes, click on the button Add to Campaign.
Step-7: In this window, a message will appear showing the addition of the new contacts to the Campaign. Here, click on the Done button to complete the process.
As we click on the done button the selected contacts will be added to the campaign and in this way, we successfully added contacts to the Campaign in Salesforce Classic.
In this Salesforce tutorial, we have learned about adding contacts to the Campaigns. We have discussed adding Contacts to the Campaign in both editions of Salesforce i.e. Salesforce Lightning and Salesforce Classic. We learned about the use and requirement of adding contacts to the Campaign in Salesforce.
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I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.