Add Members from Reports

Add members to a campaign using reports in Salesforce Service Cloud

  1. Navigate to Reports and select the Global Library - Segmentation folder, where the shared reports are located. Find a report that is close to meeting your list, and from the Action drop-down menu, select Customize.
  2. Select Save As, rename the report, and save it to your business unit's folder.
  3. In your report, add filters to find your members. You can select from the drop-down menus, or drag criteria from the left navigation into the filter area.
  4. When you have the members and criteria you want, run the report and save.
  5. Click Add to Campaign.
  6. Find your campaign and enter the member status as Sent. Click Add to Campaign.

The members have been added to your campaign. You can open your campaign and view or edit the members.