Enable Campaign Members Subtab, Add Leads, and Add Contacts Buttons in Campaigns

You can add contacts and leads to marketing campaigns, and view already added contacts or leads through the Campaign Members subtab.

The Campaigns Members subtab, in addition to the Add Leads and Add Contacts buttons, are hidden by default but you can make them available to your users through Application Composer.

Here's how to expose the Campaign Members subtab in the View Campaign page. The steps also include how to expose the Add Leads and Add Contacts buttons in the Campaign Members subtab.

Note: Make sure that the functional security privilege MKT_MANAGE_MARKETING_INTEGRATION_CAMPAIGN_MEMBER is assigned to the intended user or their role. Alternatively, if you want users to have access only to Marketing Campaigns without granting them additional roles to other objects, then you can create a custom access group as outlined in the Create a Custom Access Group topic in the Securing CX Sales and Fusion Service guide.

1. Sign in as a sales administrator or as a setup user.

2. Activate a sandbox.

3. Navigate to Application Composer, in the Configuration category.

4. In the navigation tree, expand Standard Objects, expand Campaigns, and click Pages.

5. Ensure that the Application Pages tab is selected.

6. In the Details Page Layouts region, duplicate the standard layout by highlighting the standard layout and clicking the Duplicate icon.

7. Type a new layout name and click Save and Edit.

   The Details Layout page appears.

8. In the Subtabs Region, click the Hide, Show, or Reorder Subtabs icon.

   The Configure Subtabs dialog box appears.

9. Move Campaign Members from the Available Subtabs to the Selected Subtabs window.

10. Click OK.

    Follow the next steps to expose the Add Leads and Add Contacts buttons in the Campaign Members subtab.

11. In the Subtabs Region, select the newly exposed Campaign Members icon.

12. Click the pencil icon next to the Campaign Member Region.

13. From the Configure Detail Form: Buttons and Actions region, move both the Add Leads and Add Contacts from the Available Buttons to the Selected Buttons window.

14. Click Save and Close.

15. Click Done and ensure that the layout status for your user-defined layout is Active.

16. Test the changes: Navigate to Sales > Campaigns as a user with access to the campaign pages, for example, as a salesperson. View a campaign and ensure you can see the Campaign Members subtab and the Add Leads and Add Contacts button in the View Campaign page.

17. Publish the sandbox.

For more information, see the Subtabs topic in the Configuring Applications Using Application Composer guide.