How to Add Lead to Campaign in Salesforce

In this salesforce tutorial, we will learn different ways to add leads to campaigns as members in salesforce lightning and salesforce classic step by step.

Suppose, we are working in a marketing company and our job role is to sell products to clients or organizations. But now the questions arise how we will promote these products to the leads?

So, if you are using salesforce as a CRM tool, the answer is simple we will use a salesforce campaign for this. We will add our leads to salesforce campaigns as members.

If you are using salesforce and want to learn how to add leads to campaigns in salesforce lightning and salesforce classic, you have to come to the right place.

The following are the topics that we will cover in this salesforce tutorial.

• What is Salesforce Campaign
• Purpose of Salesforce Campaign
• Different ways to add leads to campaign in Salesforce Lightning
• Different ways to add leads to campaign in Salesforce Classic

What is Salesforce Campaign

In Salesforce campaigns are standard salesforce objects. It is a collection of Leads and Contacts who have been introduced to specific advertising messages.

With this, we have gotten an overview of what is campaign in Salesforce. Now, we will move further and discuss the purpose of the salesforce campaign.

Purpose of Salesforce Campaign

The following are the purpose of the salesforce campaign:

• Analyze the results of marketing campaigns.
• To view a history of marketing communications with clients and potential clients.
• Recognize the Leads and Contacts who have responded to emails and other marketing correspondence.
• Make it simple for salespeople to add Leads and Contacts to forthcoming webinars, events, and other campaigns.

With this, we have learned the purpose of the campaign in Salesforce. Now, we will move ahead and learn multiple ways to add leads to campaigns in Salesforce Lightning and Salesforce Classic.

Also read, How to Convert Lead to Opportunity in Salesforce

Different ways to add leads to campaign in Salesforce Lightning

To target the customers we want to sell our products and services, there are numerous ways to include leads as members of campaigns in Salesforce Lightning.

Let’s discuss each of the ways one by one with an example.

Add to Campaign on Lead Record in Salesforce Lightning

If you want to learn how to add the lead to the campaign using Add to Campaign button on Lead Record in Salesforce Lightning follow the below-given steps.

• Click on the App Launcher, then select Marketing app.

• Look at the tabs and select Leads.

• Click on a specific lead Name. Here, I select Andy Young.

• Click on ⬇ next to Campaign History in the related activity section.

• Select Add to Campaign button.

• Search the campaign name, to whom you want to add the lead. You can also create a new campaign, if you want click on New Campaign.

• Here, I create a new campaign with the Name: 2023 APAC Tradeshow Consumer Goods Roadshow, Type: Conference, Start Date: 3/10/2023, End Date: 3/10/2023.
• Click on Save.

• Then, click on Next.

• Next, set the status and click on Save. Here, I set the Status to Sent.

Let’s take a look at the lead added to the campaign in the following screenshot.

With this, we have learned to add leads to the campaign using Add to Campaign button method in Salesforce Lightning.

Add to Campaign on Leads List in Salesforce Lightning

If you want to learn how to add the lead to the campaign using Add to Campaign button on Leads List in Salesforce Lightning follow the below-given steps.

• Click on the App Launcher, search sales, and then select Sales app.

• Look at the tabs and select Leads.

• Tick the check box of all the leads that you want to add to the campaign. Here, I select only one record of David Jones.

• Click on Add to Campaign button present on the top right side of the page.

• Search the campaign name, to whom you want to add the lead. You can also create a new campaign, if you want click on New Campaign.
• Here, I select International Electrical Engineers Association Trade Show – 4-5,2022.
• Next, set the status. Here, I set it to Received.
• You can also update existing campaign members, you can either set it to keep the same or overwrite member status.
• Click on Submit.

Let’s take a look at the lead added to the campaign in the following screenshot.

With this, we have learned to add a list of leads to the campaign using Add to Campaign button in Salesforce Lightning.

Read How to Add Leads in Salesforce

Add Lead from Salesforce Report in Salesforce Lightning

If you want to learn how to add the lead to the campaign using the salesforce report in Salesforce Lightning follow the below-given steps.

• Click on the App Launcher, then select Services app.

• Look at the tabs and select Reports.

• Select the specific lead report to whom you want to add to the campaign. Here, I select Lead List Report.

• Then, click on the ⬇ next to the Edit button.
• Select the Add to Campaign option.

• Now, choose the campaign. You can also create a new one by clicking on New Campaign. Here, I select the 2023 APAC Tradeshow Consumer Goods Roadshow.
• Next, set the Member Status. Here, I set it to Sent.
• You can also change the status of current campaign members; you can either set it to keep the same or overwrite member status.
• Click Submit button.

Let’s take a look at the lead added to the campaign from the salesforce report in the following screenshot.

With this, we have learned to add leads from the salesforce report in Salesforce Lightning.

Add Lead through Campaign in Salesforce Lightning

If you want to learn how to add the lead to the campaign using salesforce Campaign in Salesforce Lightning follow the below-given steps.

• Click on the App Launcher, then select Marketing app.

• Look at the tabs and select Campaign.

• Click on a specific Campaign Name. Here, I select International Electrical Engineers Association Trade Show – 4-5,2022.

• Scroll down and click on Add Leads button in the campaign member section.

• Now, select the leads by clicking on the + icon. Here, I select two leads David Jones and Andy Young.
• Then, click on Next.

• Set the Members Status. Here, I set it as Received.
• You can also change the status of current campaign members; you can either set it to keep the same or overwrite member status.
• Click on Submit.

Note: If you will try to add an already existing lead to the campaign. It won’t be added once more.

Let’s take a look at the lead added to the campaign in the following screenshot.

With this, we have learned to add leads using the salesforce campaign in Salesforce Lightning.

Different ways to add leads to campaign in Salesforce Classic

There are several methods for adding leads as members of campaigns in Salesforce Classic in order to target the people we want to offer our goods and services to.

Let’s go over each method individually with an example.

Add to Campaign on Lead Record in Salesforce Classic

Follow the steps below to find out how to use the Add to Campaign button on the Lead Record in Salesforce Classic to add a lead to a campaign.

• Click on avatar, and select Switch to Salesforce Classic.

• Select the Marketing app, by clicking on the ⬇ in the top right corner.
• Look at the tabs and select Leads.

• Click on a specific lead Name. Here, I select David Jones.

• Scroll down to the Campaign History.
• Select Add to Campaign button.

• Search the campaign name, to whom you want to add the lead. Here, I select the 2023 APAC Tradeshow Consumer Goods Roadshow.

• Next, set the Status. Here, I set it as Sent.

• Finally, click on Save.

Let’s take a look at the lead record added to the campaign in the following screenshot.

With this, we have learned how to use the Add to Campaign button function in Salesforce Classic to add leads to the campaign.

Mass Add Leads to Campaign in Salesforce Classic

Follow the steps below to learn how to add mass leads to a campaign in Salesforce Classic.

• Click on avatar, and select Switch to Salesforce Classic.

• Select the Sales app, by clicking on the ⬇ in the top right corner.
• Look at the tabs and select Leads.

• Scroll down to the page and select the Mass Add Leads to Campaign.

• Search the campaign name, to whom you want to add the lead. Here, I select the International Electrical Engineers Association Trade Show – 4-5,2022.

• Set the Member Status. Here, I set it to Received.
• Click on the Next button.

• Tick the action check box of all the leads that you want to add to the campaign. Here, I select Jones, David.
• Click on Add to Campaign.

• Finally, the lead member has been added. You may continue adding if you want.
• Click Done to finish.

Let’s take a look at the mass lead added to the campaign in the following screenshot.

With this, we have learned how to use the Mass Add Leads to Campaign option to add leads to a campaign in Salesforce Classic.

Read How to Bulk Add Leads in Salesforce

Add Lead from Salesforce Report in Salesforce Classic

Follow the steps below to find out how to add a lead to a campaign using a Salesforce report in Salesforce Classic.

• Click on avatar, and select Switch to Salesforce Classic.

• Select the Services app, by clicking on the ⬇ in the top right corner.
• Look at the tabs and select Reports.

• Select the specific lead report to whom you want to add to the campaign. Here, I select Lead List Report.

• Click on Add to Campaign button.

• Select a campaign and a desired member status. Here, I select the International Electrical Engineers Association Trade Show – 4-5,2022 campaign and set its status as Sent.
• Click on Add to Campaign button.

• Finally, click on Done.

With this, we have learned how to add a lead to a campaign using a Salesforce report in Salesforce Classic.

Add Lead through Campaign in Salesforce Classic

Follow the steps below to learn how to add a lead to a campaign using Salesforce Classic’s Campaign.

• Click on avatar, and select Switch to Salesforce Classic.

• Select the Sales app, by clicking on the ⬇ in the top right corner.
• Look at the tabs and select Campaigns.

• Here, I select the 2023 APAC Tradeshow Consumer Goods Roadshow.

• Click on Manage Members dropdown.
• Click on Add Members – Search.

• Then, choose the member type to Leads.
• Specify the filter criteria to add leads if you want.
• Click on Go.

• Check the leads checkbox, that you want to add as the lead.
• Click on Add with Status dropdown and set the status. Here, I set the status as Sent.

• It will successfully add all the leads to campaigns.

With this, we have learned, how to add a lead to a campaign using Salesforce Classic’s Campaign.

Conclusion

With this, we have learned about the salesforce campaign and its purpose. We have also learned different ways to add leads to campaigns in Salesforce Lightning and Salesforce Classic.

We begin with, the implementation of various ways in salesforce lightning such as Add Lead Record to Campaign, Add Lead List to Campaign, Add Lead Report to Campaign, and Add Lead through Campaign.

In addition to this, we have learned the implementation of various ways in salesforce classic such as Add Lead Record to Campaign, Add Mass Lead to Campaign, Add Lead Report to Campaign, and Add Lead through Campaign.

• What is Salesforce Campaign
• Purpose of Salesforce Campaign
• Different ways to add leads to campaign in Salesforce Lightning
• Different ways to add leads to campaign in Salesforce Classic

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