Create and Modify Salesforce Campaigns
Create a New Campaign
To create a completely new Salesforce Campaign, navigate to the Campaign and click "New". If you need to update an existing campaign, skip to those instructions below.
Select "Default" as the campaign type
Complete Campaign Information and Save
Add a Campaign Name, Type, related Program and any additional information you have
Add members to a campaign
The easiest way to add a large cross-section of people to a campaign is via a report. You can also add contacts to a campaign manually one by one. See instructions for both methods below.
Adding members via a Salesforce report
Navigate to the reports tab and start by search for an existing report that you can use or modify for your campaign. If you can't find a report you want and need help creating a new one, please reach out to Phoebe Copeland at [email protected].
Check Report Criteria
Make sure the report is pulling the correct information for your campaign. If it needs to be modified, save it as a new report and customize it to you needs. See instructions for customizing reports, here.
Add Report to Campaign
Once you sure the report is pulling in all of the correct people, click the down arrow next to "Edit" and select "Add to Campaign".
Begin typing the name of your campaign. When you see the campaign you want, click on the name and choose the member status you want (default: Sent). Finally, click "Submit" to add all contacts from the report to your campaign.
Adding members individually
If there are a few specific people you want to add to the campaign, you can add them directly to the campaign without a report. Navigate to the "Related" tab in the Campaign tab and scroll down to the "Campaign Members" section. To add new Leads or Contacts, simply click on those buttons.
Begin typing the name of the person you want to add to the campaign and click their name once you find them. Once you've found all of the people you want to add, click next and then submit to add them to the campaign.
