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Campaign member statuses

Key Takeaway

A campaign member status shows where a member stands in a campaign. You set up statuses on each campaign, and a member's status does not change on its own.

A campaign member status records where a campaign member stands in a campaign, such as Invited, Registered, or Attended. Admins plan a consistent set of statuses for each campaign type. They also mark which statuses count as a response, so Salesforce can tally responses and reports stay comparable across campaigns.

Applying a status to a campaign member

Any of these records can be added to a campaign as a campaign member:

  • Lead
  • Contact
  • Account
  • Person account

After the record is added, users can apply a status that reflects the member's recent activity.

A member's status does not change on its own when the member interacts with the campaign. You must apply statuses manually, in bulk, or with Account Engagement automation tools.

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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