Targeting Existing Members with the Integrated Campaign Builder in Salesforce

By Liz Kao, Jon Paz

You can easily build target lists with Salesforce. Assuming that your company has already imported users’ leads and contacts, you can build your target lists directly in Salesforce in three ways:

  • Associating existing leads and contacts en masse to a campaign
  • Adding members from custom reports
  • Adding members from a List View

After you link your desired leads or contacts with a specific campaign, you can begin to target them.

Adding members from a campaign record

To associate existing leads or contacts with a campaign you’re planning, start by making sure that you can see the leads or contacts via a List View. You can add as many as 200 leads or contacts per List View page. Then follow these steps:

  1. From the specific campaign record, click the Manage Members button. A picklist appears.
  2. Select the Add Members – Search option. In this example, you will add existing leads. The Manage Members Wizard appears.
  3. From the Add Members subtab of the Manage Members Wizard, in the Choose Member Type to Search section, confirm that the Leads radio button is selected. This is the default.
  4. Specify the Filter Criteria. You may use an existing view or create new criteria now to get the leads you want for this campaign. If you’re not yet sure what subset of leads to use, step back and give this some thought. Emailing all the leads in your database may not be a wise decision.
  5. Click Go after you select your criteria. The search results appear below the filter criteria.
  6. Select the check box next to the appropriate leads that you want to be added to this campaign.
    View leads
    View leads to associate with a campaign.
  7. Click the Add with Status drop-down list to immediately select and associate the member status with those selected leads. Your selected leads now appear on the Existing Members subtab. Don’t worry. If your itchy trigger finger got you to add some members before you were ready, you can use the handy Remove button to disassociate the members from this campaign and start over again.
  8. Repeat Steps 2–6, selecting new views, as needed.
  9. Click the Back to Campaign: Campaign Name link below the Manage Members page name when finished. The campaign record reappears.

Adding members from a custom report

As many as 50,000 leads or contacts in a single lead, contact, or campaign report may be associated with a campaign. To add existing members by running a report, follow these steps:

report members
Add report members to a campaign.
  1. From the Reports home page, click a custom report of the leads or contacts that you’ll be targeting. A Reports page appears.
  2. Click the Add to Campaign button. The Add Members Wizard appears.
  3. Select an existing campaign for the Campaign field. Use the Lookup icon to search for your match.
  4. After a campaign is selected, choose the appropriate status from the Member Status drop-down list.
    member status
    Selecting the member status for report members.
  5. Use the radio buttons to toggle whether you want the existing member statuses to be overridden by this member status. The default is to not override existing member statuses.
  6. Click Add to Campaign to continue. Step 2 of the wizard appears with a status message of your attempt.
  7. Click Done when you’ve verified the information. You’re returned to your custom report page.

Adding members from a view

If you’ve followed our example to this point, from any lead or contact view page, you can add members to campaigns. Note that the capability to add members to campaigns from any lead or contact view page allows only marketing managers to select and add members one page at a time, so it’s best for adding a small amount of members. If your view is more than one page, you have to advance to that page and then add members. To add a member from a List View, make sure that the view has already been created and follow these steps:

  1. At the view’s results page, select the check box next to the appropriate member names that you want to add to your campaign.
  2. Click the Add to Campaign button after your members have been selected. The Add Members Wizard appears.
  3. Select an existing campaign for the Campaign field. Use the Lookup icon to search for your match.
  4. After a campaign is selected, choose the appropriate status from the Member Status drop-down list.
  5. Click Add to Campaign to continue. Step 2 of the wizard appears with a status message of your attempt.
  6. Click Done when information has been verified. You return to your view page.
list members
Add list members to a campaign.