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Leads and contacts as campaign members

Key Takeaway

Leads and contacts join a campaign as campaign members, and each member has a member status such as Sent or Responded. Adding members needs the Marketing User checkbox. When you convert a lead, its campaign members move to the new contact.

A campaign member is a record that links a person, usually a lead or a contact, to a campaign. Campaigns typically target existing customers (contacts) and prospective customers (leads). The campaign member record tracks how each person is moving through the campaign with a member status. As an admin, you need to know how to add members, what permissions that takes, and what happens to membership when a lead is converted.

Who can be a campaign member

You can associate both leads and contacts with a campaign as campaign members. Accounts and person accounts can also be members. However, an account can be a member only when the "Accounts as Campaign Members" setting is enabled.

You can add only active leads to campaigns, not converted leads.

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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