Campaign Members

A campaign member is the link between a campaign and a person (a lead or a contact). It tracks whether that person was sent the campaign, opened it, clicked, responded, or converted.

How members get enrolled

Three ways:

1. Bulk enrollment via the campaign flow — when a campaign moves to In Progress, the Campaign Enrollment flow runs and adds everyone matching the audience criteria.
2. From a lead — open a lead (or tick several in a lead list view) and run Add to Campaign, then choose the campaign. Leads already on that campaign are skipped, so re-running it never double-counts a touch. This is the only picker-driven path that ships: there is no Add Members button on the campaign that picks people from 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 7 member statuses

The member status tracks engagement and progresses naturally as the campaign runs:

The status is monotonic — a member who has Clicked won't be downgraded to Opened if you process events out of order.

Why both lead and contact?

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 stores

Engagement tracking

Email-tracking integrations write back to the member record automatically:

• Email service → updates First Opened, First Clicked, status.
• Form submissions → updates Response Date, status = Responded.
• Conversion events (lead → opportunity) → status = Converted.

These updates happen near-real-time via the email/form integration.

How the metrics roll up

The campaign detail page rolls up its members:

Sent      = count of members
Open rate = members where status >= Opened ÷ Sent
Click rate = members where status >= Clicked ÷ Sent
Response rate = members where status >= Responded ÷ Sent
Conversion rate = members where status == Converted ÷ Sent

This means the campaign-level metrics are always live. As soon as a person opens an email, the campaign's Open Rate ticks up.

Where members appear

On the campaign detail page, under the Related tab, in a panel titled Campaign Members. The panel lists every member of that campaign with four columns — Lead, Contact, Status and Response Date — and carries the New button described above.

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, Bounced / 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: its columns come from the object's highlight fields, not from a view. Nothing ships that narrows the panel to one status, and no report ships over Campaign Member either, so a subset — every bounce, every conversion — is a number on the campaign rather than a list: see How the metrics roll up, where every rate is computed live from member status.

Tips for marketers

• ✅ Clean bounces and unsubscribes weekly — they pollute your engagement rates if left in active campaigns.
• ✅ Use Converted status to measure true campaign impact — Opened and Clicked are vanity metrics.
• ✅ Tag campaign source on opportunities — without it the conversion won't roll up.

Tips for sales reps

• ✅ When you open a lead, check Campaign Memberships in the sidebar — it tells you what content they've already engaged with.
• ✅ Use the campaign as a conversation starter — "I saw you joined our recent webinar on..."

Tips for admins

• Email tracking and form integration require connectors. See Customization › Building Connectors.
• The rule that exactly one of Lead or Contact must be set lives in the campaign_member object's validation rules.