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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

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

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