How to add the existing leads to the newly created campaigns?

How to add the existing leads to the newly created campaigns?

Leads can be added to the newly created campaign in two ways. You can select the leads from the module view and add them to the campaign or invite leads from the Campaign's details page.

To add leads from the module view

  1. Go to Leads module.
  2. In the Leads module, select the checkbox(es) corresponding to the record(s) that you want to add.
  3. Click More >  Add to Campaigns > Existing.
  4. In the Add to Campaigns popup, do the following:
    1. Click the Campaigns button in the Assign Campaign field.
    2. Select the campaign from the Choose Campaign window.
    3. Select the Member Status from the drop-down list.

    4. Click Save.

To add leads from campaign's details page
  1. Go to Campaigns module.
  2. Select the campaign to which you want to add leads.
  3. In the Leads related list, click +Add Leads.

  4. Select the leads and click Next.
  5. In the Select Campaign Member Status popup, select the status from the drop-down list.
  6. Click Save.

    • Related Articles

    • How to add existing leads to the newly created campaigns?

      You can add the existing leads to the campaigns by following these steps: In the Campaign Details page, the existing lead details, if any, are displayed. Click Associate Existing Leads/Contact. In the Add Existing Leads/Contacts page, specify the ...
    • FAQs on Leads

      1. How can I link a lead to a specific campaign? Follow these steps to link a lead to a specific campaign: In the Leads tab, select the record that you want to link to the campaign. In the Lead Details page, click Edit. Select the campaign from ...
    • Converting Leads

      Convert Leads to Other Sales Records When there is a chance for further negotiations with a lead, it can be converted into an account, contact, and finally a deal. In short, once the lead status has reached a certain stage, it can be qualified as a ...
    • Add leads

      You can import leads from various sources such as excel sheets, CSV files and Google spreadsheets and manage them by maintain under mailing lists. You can view the lead history to check the number of sent campaigns for a specific lead and the history ...
    • Creating Campaigns

      The Campaigns module in Zoho CRM helps you plan and monitor marketing campaigns in your business. Any promotional campaign, be it online or offline - such as Google Ads, Tradeshows, PR events, TV Commercials, Referral program - requires to be ...