Using Bulk Add to Sales Campaign in Salesforce using-bulk-add-to-sales-campaign-in-salesforce
Learn how to bulk add to Sales Campaign in Salesforce to help scale your outbound communication using Sales Actions.
Bulk Add to Sales Campaign in Salesforce Lightning bulk-add-to-sales-campaign-in-salesforce-lightning
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In Salesforce, navigate to the Leads/Contacts home page by clicking on the Leads/Contacts tab.
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In the View drop-down, select the desired view of Leads/Contacts you want to email.
note tip TIP You can create a new view by clicking the cog icon on the right and selecting New. Once you’ve given the view a new name and saved it, you can click the filter icon on the right to help filter down to the desired set of Leads/Contacts you want to email. -
Choose the desired leads or contacts list and click the Add to Sales Campaign button.
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You will be navigated to the Actions Sales Campaign modal, with the recipients you’ve selected added.
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Make any edits needed to remove people or groups, then click Next.
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Select the Sales Campaign Category you want to use from the Categories drop-down.
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Select the Sales Campaign you want to add the selected people to and click Next.
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You may see different options depending on what the first step in your campaign is. If your first step is an email, you’ll have the option to edit the email for each recipient as seen below. Once this is done, click Next.
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Again, if your first step is an email and you configured it to allow you to select when the campaign launches, you’ll have the option to Start Now or Schedule a New Start Time. Once this has been completed, click Start.
After clicking Start, you’ll see a confirmation screen letting you know how many people have been added.
Bulk Add to Sales Campaign in Salesforce Classic bulk-add-to-sales-campaign-in-salesforce-classic
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In Salesforce, click the Leads/Contacts tab.
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In the View drop-down, select the desired view of Leads/Contacts you want to email and click Go.
note tip TIP You can create a new view by clicking Create New View and configuring the available filters to narrow down the list of recipients you will email. -
Choose the desired lead or contact list and click the Add to Sales Campaign button.
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You will be navigated to the Actions Sales Campaign modal with the people you selected added.
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Make any edits needed to remove people or groups, then click Next.
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Select the Sales Campaign Category you want to use from the Categories drop-down.
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Select the Sales Campaign you want to add the selected people to and click Next.
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You may see different options depending on what the first step in your campaign is. If your first step is an email, you’ll have the option to edit the email for each recipient as seen below. Once this is done, click Next.
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Again, if your first step is an email and you configured it to allow you to select when the campaign launches, you’ll have the option to Start Now or Schedule a New Start Time. Once this has been completed, click Start.
After clicking Start, you’ll see a confirmation screen letting you know how many people have been added.
