Manually Add Members to a Campaign

Add members to a campaign using manual search in Salesforce Service Cloud

  1. Go to your Campaign > Campaign Members. From the Manage Members drop-down menu, select Add Members - Search.
  2. On the "Manage Members" page, under "Step 1", choose Contacts.
  3. Under "Step 2," use the drop-down menus to select filters for finding members you want to add. After applying all filters and their values, click Go!.
  4. In the list of recipients, check the box next to the name of members you want to add to the campaign. When you are finished, click Add with Status and select Sent.

    Salesforce Service Cloud: Add with Status drop-down menu

  5. To edit members, from the "Manage Members" page, select the Existing Members tab.