Can a lead be assigned to multiple campaigns?

Can a lead be assigned to multiple campaigns?

Yes. You can assign a lead or contact to multiple campaigns. Here is how you can do it:

  1. In the Leads tab, select the record that you want to link to the campaign.
  2. In the Lead Details page, the existing campaign details, if any, are displayed.
    • Click Campaign Name, Status, Type, Start Date, End Date, Expected Revenue and Currency links to sort the display order of the records.
    • Click the relevant Edit or Remove link to change the member status field or remove the campaign association from the record respectively.
  3. Click Add to Campaigns.
  4. In the Add Campaigns to Lead page, do the following:
    • Choose the campaign member Status from the drop-down list. See Also Customize Campaign Member Status
    • Select the checkbox(es) of the campaigns that you want to associate to the lead.
  5. Click Add to Lead.
You can follow this same procedure to associate a contact to a campaign.

    • Related Articles

    • How to automatically assign Leads to different users?

      You can assign leads to different users automatically by configuring Assignment rules . However, you can apply assignment rules only for those leads that are generated through import, webforms, and API. Note : Assignment rule does not apply to the ...

    • How are Leads, Accounts, Contacts, and Deals associated in a sales process?

      Lead refers to the information of an individual or representative of an organization, collected from various lead sources like trade shows, seminars, advertisements and other marketing campaigns. In Zoho CRM, you can manually enter leads, import ...

    • While converting a lead, what happens to the multiple campaigns that are associated with it?

      A lead may have multiple campaigns associated with it. In such cases, when you convert that particular lead, you will have an option to select one from the associated campaigns. The selected campaign will be associated to the deal as Campaign Source. ...

    • How do I send mass emails to selected records in the Leads module?

      You can send mass emails to selected leads in four different ways: Manual selection Custom view Advanced filter Criteria on the Mass Email page Manual selection: Select records manually from the list of records in a module and then select the Send ...

    • Sales process: Lead engagement

      Edition: Paid editions | Industry: Applicable for all industries | Features: Integrations with Zoho products and built-in features  In the Lead Generation use case, we saw the marketing strategies used by Orange Interiorz to generate leads and ...