Introduction

Introduction

Quick Add Campaign Member

Quick Add Campaign Member
is a simple publisher action designed for use with Contact and Lead records, offering a faster and more efficient way to add people to Campaigns, ultimately helping your organization save clicks, time, and money. In addition, Quick Add Campaign Member enables Salesforce1 users to quickly add contacts or leads to targeted campaigns right from their mobile device.

Your current process for adding a contact to a campaign:

  1. Click the Add Campaign button in the Campaigns related list on a Contact record.
  2. Update the Search Within filter.
  3. Type in the name of your Campaign.
  4. Click Go.
  5. Select your Campaign Name.
  6. Click Save.


With Quick Add Campaign Member, we've reduced six steps down to three:

  1. Click the Add to Campaign publisher action.
  2. Select your Campaign Name.
  3. Click Save.
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