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Example: Add Contacts to Campaign via Report and Process Builder

Doug Ayers edited this page Feb 3, 2019 · 4 revisions

Home > Examples > Add Contacts to Campaign via Report and Process Builder


First, create a list view or report that identifies the source records you want to process. In this example I have created a report using a Cross Filter to identify contacts that are not already members of a campaign I want to add them to.

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Second, create the action you want to apply to the source records. In this example I have created a process builder on Contact object that creates a CampaignMember record.

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Third, create a Mass Action Configuration record that ties the source and target action together with (optionally) schedule for how often to run this configuration.

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