Overview
This workflow facilitates:
Adding a single Contact or Lead to a Campaign.
Allows you to add the selected Lead or Contact to the Campaign record you invoked the flow on and allows you to assign them to multiple additional Campaigns that they are not part of.
Adding Multiple Contacts or Leads to a Campaign.
Allows you to add selected Contacts or Leads to the Campaign record you invoked the flow on and allows you to assign them to one additional Campaign that they are not part of in order to bulk update Campaign Members.
How this Looks in Salesforce:
Once deployed in Salesforce, you may have to readjust your button layout on the Campaign Record Page. If not done, the button will be show up as the last button under the (V) navigational list. Therefore, to have it appear in front of the list navigate to:
Setup > Object Manager > Campaign
Go to Page Layouts
Select the Page Layout in which you added the Quick Action to
Within the Page Layout, navigate to "Salesforce Mobile and Lightning Experience Actions"
Move the "Add Campaign Members" to the top of the selection
See this in Action:
Once you adjusted your Page Layout, you will be able to invoke the Screenflow workflow that you deployed to your environment.
Adding a Single Lead or Contact to a Campaign and to Multiple Campaigns:
First navigate to a Campaign Record:
Click on the "Add Campaign Members" button:
Select if you want to add Lead(s) or Contact(s) to the Campaign. Additionally, you can set some top-level filters.
Next, select if you want to add a Single Lead or Multiple Leads. In this Example, I will be selecting a "Single" Lead.
Select a Lead to add to the Campaign and click "Next":
Next, select if you want to add this selected Lead to other Campaigns:
If you select "Yes" then you will be presented with all other Campaigns the Lead can be added to.
Select all additional Campaigns the Lead is not a Campaign Member of and click next:
Now, Phyllis is not only a member of the "DM Campaign to Top Customers" but also a member to the three other campaigns that I selected!
Adding Multiple Leads or Contacts to a Campaign and a Additional Campaign:
First navigate to a Campaign Record:
Click on the "Add Campaign Members" button:
Select if you want to add Lead(s) or Contact(s) to the Campaign. Additionally, you can set some top-level filters.
Next, select if you want to add a Single Lead or Multiple Leads. In this Example, I will be adding Multiple Leads.
Select the applicable Leads you want to add to the Campaign Record in Scope.
Next, select if you want to add these selected Leads to another Campaign: If you select "Yes" then you will be presented with another screen to add them to the next campaign of your choosing:
After you select the additional campaign, the Leads you selected in this Campaign will belong to the first campaign you selected and additionally the other Campaign you selected.
Now these Leads that I selected will not only be added to "DM Campaign to Top Customers" campaign but are also added to "GC Product Webinar".
Summary:
This functionality extends the basic importing of Leads or Contacts to a singular campaign because it provides you the optionality to filter these records as well as take a list of Leads or Contacts you plan on adding to a campaign to bring them into another campaign in one process.