Adding members
To add contacts to a campaign, click Add members inside the campaign. By default, new members are assigned the first status defined in the campaign’s type. This default can be overridden in two ways:- Manually — choose a different status when adding members.
- Salesforce sync — if the campaign is synced to a Salesforce campaign, the member’s status in Salesforce takes precedence. See Salesforce Sync for details.
Member statuses
Member statuses are defined at the campaign type level. Every campaign of that type shares the same set of available statuses. Statuses are ordered, and members follow a strictly forward progression in automated contexts such as workflows. However, an individual member can be manually changed to a prior status if needed.Success statuses
One or more statuses in a campaign type must be marked as a success status. A success status indicates that the member has meaningfully responded to or engaged with the campaign. For example, Attended or Converted.Every campaign type requires at least one success status. This is also a Salesforce requirement used for campaign ROI and response rate metrics.