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Add a filter for or Campaign ID to target specific campaigns.
: Click the Reports tab or find it via the App Launcher (nine dots). Start a New Report : Click the New Report button. how to download campaign members in salesforce
: In the search bar, type and select "Campaigns with Campaign Members" . Click Continue . Apply Filters : Set the Show Me filter to "All Campaigns". Set the Date Range as needed (e.g., "All Time"). Add a filter for or Campaign ID to target specific campaigns
To download campaign members from Salesforce , the standard method is to create and export a report . Because Salesforce Lightning no longer supports a direct "Export" button on the campaign related list, you must use the report builder to access this data. Step 1: Create the Campaign Members Report : In the search bar, type and select
: Best if you want to keep the visual styling, groupings, and headers (available for Excel). Finalise : Click the Export button to start the download. Alternative Methods for Specific Needs
: In the Outline panel, add the fields you need, such as Member Name, Email, Status, and Member Type (Lead/Contact). Step 2: Export the Data
: For very small lists (under 50), you can sometimes copy the related list directly into a spreadsheet, though formatting errors are common.
