Add Person to Campaign

Assign a Lead or Contact to a Campaign

Use this action to assign a person (Lead or Contact) to an existing Campaign. If the person already exists in the Campaign, the action will return the existing Campaign Member.
You can update additional fields on the Campaign Member Record using the "Additional Campaign Member Details" section in the editor. If an existing Campaign Member is found, we will update any of the specified additional fields only if those fields are blank.
Pair this with Flows: Start to save information on newly created Campaign Member Records about the Flow. This will help track which Campaign Members were created as a result of this action which can be useful for reporting and debugging.
Use the campaignMember output to see details about the Campaign Member Record that was created or updated.
Configuration
Flow Element
Apex Properties
These properties will be updated by the Flow element's user interface.
Name
Required
Type
Description
campaignId
No
Id
Campaign Id to add Person to
campaignMemberData
No
String
Additional updates to CampaignMember
campaignName
No
String
Campaign Name to add Person to
campaignRecord
No
Campaign
Campaign to add Person to
prospectId
No
Id
Lead or Contact Id to assign to the Campaign
prospectRecord
No
SObject
Lead or Contact to assign to the Campaign
status
No
String
Person status when added to Campaign
Outputs
Name
Type
Description
campaignMember
CampaignMember
CampaignMember Record

Name	Required	Type	Description
campaignId	No	Id	Campaign Id to add Person to
campaignMemberData	No	String	Additional updates to CampaignMember
campaignName	No	String	Campaign Name to add Person to
campaignRecord	No	Campaign	Campaign to add Person to
prospectId	No	Id	Lead or Contact Id to assign to the Campaign
prospectRecord	No	SObject	Lead or Contact to assign to the Campaign
status	No	String	Person status when added to Campaign

Name	Type	Description
campaignMember	CampaignMember	CampaignMember Record

Next Steps

Add Person to Sales Engagement Cadence

Last modified 3mo ago