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Ways to add campaign members

Key Takeaway

Pick how to add campaign members by how many records you have and where they are. Every method requires the Marketing User checkbox.

A campaign member links a lead, contact, or person account to a campaign, so you can track who you targeted and how each person responded. There are several methods for adding members, from hand-picking one record to loading tens of thousands at once.

Member status

Each campaign member record carries a member status, so you can track responses at each stage of a campaign.

For example, you can mark members as "Planned" at the start of a campaign, and then mark them as "Responded" after they respond.

Platform Administrator Study Guide

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Describe the capabilities of lead automation tools and campaign management (for example: leads, lead convert, lead assignment rules, campaign, and campaign members)

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