Campaign MembersCopy Anchor Link

A campaign member is the link between a campaign and a person (a lead or a contact). It records that the campaign was sent to that person, and what came back: whether they responded, whether their lead went on to convert, or whether they asked to stop hearing from you.

How members get enrolledCopy Anchor Link

Three ways:

1. Bulk enrollment, run from the campaign — open a campaign and click Enroll Members in the record header; the action is offered while the campaign is Planning or In Progress. It opens the Enrollment Criteria screen of the Campaign Enrollment flow, where you pick the audience yourself — leads by status, or contacts by department — and it then creates a member per matching person with status Sent, skipping the already-enrolled and the opted-out. Nothing runs it for you: the criteria are answered on that screen, and a scheduled run would have nobody to answer them.
2. From a lead list or a contact list — Add to Campaign ships on both. Tick the rows you want and run it from the selection toolbar, or run it on a single row from that row's ⋮ menu; either way you choose the campaign from a record picker. It is a list action on both objects, so opening a lead or a contact does not offer it. People already on that campaign are skipped, so re-running it never double-counts a touch — the skip-check is per relationship, so a person enrolled once as a lead and once as a contact is deliberately two memberships rather than a duplicate. There is still no Add Members picker on the campaign that reaches lead and contact list views.
3. One at a time on the campaign — open a campaign, find the Campaign Members panel on the Related tab, and use its New button to fill in a single membership by hand.

A person can be in many campaigns over time, but only once per campaign (one membership per person per campaign).

The 4 member statusesCopy Anchor Link

The member status is the response lifecycle, and every value on it has something in the app that writes it:

These four are not a ladder that only climbs. Most members stay at Sent; one who answers moves to Responded, and a member still at Sent or Responded whose lead is later converted is promoted to Converted for you. Moving a member back — a mis-click corrected, or a reset to Sent for a re-send — clears the response stamp with it. An Unsubscribed member is never promoted by that conversion sweep: an opt-out is not overwritten by a marketing outcome.

Why both lead and contact?Copy Anchor Link

A campaign member can be linked to either a lead (someone not yet qualified) or a contact (someone at an existing account) — but not both. This is enforced by a built-in rule: exactly one of crm_lead or crm_contact must be set.

This dual support means:

• Marketing can target prospects (leads) for top-of-funnel campaigns.
• Marketing can target existing customers (contacts) for upsell, cross-sell or renewal campaigns.

If a lead is later converted to a contact, the existing campaign memberships stay linked to the lead, and new campaigns can re-target the same person as a contact.

What the member record storesCopy Anchor Link

What is tracked, and what is notCopy Anchor Link

This app does not track opens, clicks or bounces. The platform's email service sends mail and records what became of the message — Queued → Sent, or Failed — but it ships no tracking pixel, no click webhook and no bounce feed. A member status that depended on one would sit at its default forever, so none exists. What the app can observe is a person answering and a lead converting, and that is what the four statuses say.

Each status has a real writer:

• Sent — written when the membership is created, by every enrollment path above.
• Responded — the Mark Responded button on the member record. It is offered only while the member is still at Sent: an already-responded, converted or unsubscribed member has nothing to record, and an unsubscribed one must not be pulled back into the funnel by a mis-click. It stamps Response Date and Has Responded along with the status.
• Converted — automatic. When a member's lead is converted, every campaign that lead is enrolled in promotes its member row and recomputes its numbers. Conversion is the one campaign outcome the app observes by itself.
• Unsubscribed — set by a rep on the member record, or on an opt-out request. Setting it also ticks Email Opt Out on that person's lead or contact, which is what keeps them out of future campaigns: the enrollment flow skips opted-out people. It runs one way only — opting a person out does not rewrite the memberships they already have, because those record what happened at the time.

How the metrics roll upCopy Anchor Link

The campaign detail page rolls up its members:

Sent          = every member of the campaign
Responses     = members at Responded or Converted
Response rate = Responses ÷ Sent, as a percentage

Conversions reach the campaign as its converted-lead count, and — once the opportunity carries the campaign — as the pipeline and ROI figures on the same page. Unsubscribes are not a campaign counter: you read them on the member rows, and on the person's Email Opt Out.

The numbers are recomputed on every membership change — someone enrolled, someone marked responded, someone removed — so a campaign that is still running reports real figures instead of waiting for a nightly job. Mark a member Responded and the campaign's response rate moves with it.

Where members appearCopy Anchor Link

On the campaign detail page, under the Related tab, in a panel titled Campaign Members. The panel lists every member of that campaign with five columns — Lead, Contact, Added Date, Status and Response Date — and carries the New button described above. The columns run in the order the row happens in: who was enrolled, when they were enrolled, and how they answered.

Two things readers arrive expecting, and where they really are:

• There is no Members tab. Campaign membership is one panel among the campaign's other related records on the shared Related tab.
• There are no saved member list views — not All Members, Responded, Unsubscribed or Converted to Opportunity. Campaign Member ships no list views at all, and a related-list panel would not read them if it did: the panel's columns are curated on the campaign link itself, never from a view. Nothing ships that narrows the panel to one status, and no report ships over Campaign Member either, so "everyone who responded" is a number on the campaign rather than a list you can open: see How the metrics roll up, where the response rate is computed live from member status.

Tips for marketersCopy Anchor Link

• ✅ Watch the unsubscribes — each one also opts that person out of email, so they drop out of every future enrollment automatically. A rising count is a signal to change the content, not the list.
• ✅ Judge a campaign on Responded and Converted — they are the two outcomes this app can actually observe.
• ✅ Tag campaign source on opportunities — without it the conversion won't roll up.

Tips for sales repsCopy Anchor Link

• ✅ When you open a lead, check Campaign Memberships in the sidebar — it tells you which campaigns they were sent and how they answered.
• ✅ Use the campaign as a conversation starter — "I saw you joined our recent webinar on..."

Tips for adminsCopy Anchor Link

• There is no open/click tracking to switch on, and no connector that adds it. If a campaign's response numbers look low, check that reps are using Mark Responded — that button, and a lead converting, are the only things that move a member off Sent.
• The rule that exactly one of Lead or Contact must be set lives in the campaign_member object's validation rules.