Add Members to Campaigns from Accounts

Your marketing team can work faster by adding members to campaigns directly from the Contacts related list on accounts. This change applies to Lightning Experience and all versions of the Salesforce1 mobile app.

Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions


On account detail pages, the Contacts related list now includes an Add to Campaign action. The action is available for individual contacts in Lightning Experience (1) and Salesforce1, and for multiple contacts in Lightning Experience (2).

The Add to Campaign action on the related list preview

The Add to Campaign action on the full related list

The Related Contacts related list, available when Contacts to Multiple Accounts is enabled, also includes the Add to Campaign button in the full list view.

Note

Note

When an admin creates a Contact related list based on a custom lookup relationship, the Add to Campaign row-level action isn’t displayed for person accounts in Lightning Experience or Salesforce1. The Add to Campaign action isn’t available in Salesforce Classic.