How to Export Campaign Members in Salesforce

Last Modified: March 7, 2024 - 3 min read

Julian Alvarado

Salesforce stands at the forefront of digital marketing strategy management, offering a robust platform that empowers businesses to streamline their marketing efforts, enhance customer engagement, and drive sales.

A critical component of leveraging Salesforce to its full potential is the ability to export campaign members. This process not only facilitates a deeper understanding of customer interactions but also plays a pivotal role in refining sales strategies, optimizing lead capture processes, and bolstering overall customer engagement.

Step-by-Step Guide to Export Campaign Members in Salesforce

Navigating to Your Campaign

Begin by navigating to the Campaigns tab within your Salesforce Lightning interface. This is your gateway to managing all campaign-related activities.

Salesforce dashboard showcasing navigation to the Campaigns tab.

Once there, identify and select the campaign you wish to work with, such as “DM Campaign to Top Customers.”

Interface highlighting the selection of a specific campaign for data export in Salesforce.

Preparing for Export

Navigate to the Members tab within your selected campaign. Here, you’ll find a list of all contacts associated with the campaign, ready for export.

 Viewing the Members tab within a Salesforce campaign, readying for data export.

It’s important to note that Salesforce Lightning primarily employs reports for exporting campaign members. This method is essential for targeted analysis and data-driven decision-making.

Detailed view of Salesforce Lightning export options for campaign members.

Creating and Customizing the Report

Move to the Reports tab and start a new report. Search for “campaigns with campaign members” to find the right template.

Process of creating a new report for campaign members in Salesforce using a specific template.

Customize your report to include crucial fields such as first name, last name, email, and status. This ensures your export includes all necessary data points for analysis.

Customization of report columns to include essential data points for campaign member analysis.

Exporting the Report

After customization, save and run your report to verify it includes all required data.

Saving and executing the report on campaign members, with a focus on verifying included data.

Name your report something recognizable like “Campaign Members Export Test” for easy future access.

Exporting detailed campaign member data from Salesforce into chosen file format.

In the report results view, locate the export button in the dropdown menu. Choose between CSV or Excel formats based on your needs. Salesforce will generate a file with all your campaign member details.


Supplementary Content

Optimizing the Export Process

Maximize the efficiency of your export process by clearly defining the criteria for the data you need.

Utilize Salesforce’s filtering capabilities to refine your data selection, ensuring you export only the most relevant information.

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For larger datasets, consider exporting in manageable batches to prevent system overload and maintain optimal performance.

Using Third-Party Tools for Automation

Leverage the power of third-party tools like Coefficient to automate the export process.

These tools can schedule regular data refreshes and manage your exported data with greater efficiency, freeing up valuable time and resources for other strategic activities.

Analyzing Exported Data

Once you have exported your campaign members, the next step is to analyze the data to uncover insights. Evaluate engagement levels, conversion rates, and the return on investment (ROI) of your campaigns to identify successful strategies and areas for improvement.

This analysis will inform future campaign strategies, enabling more targeted and effective marketing efforts.


Mastering the export of campaign members from Salesforce heralds a new epoch of strategic data analysis and management.

Take a decisive step towards augmenting your Salesforce journey by incorporating Coefficient into your toolkit.

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Julian Alvarado Content Marketing
Julian is a dynamic B2B marketer with 8+ years of experience creating full-funnel marketing journeys, leveraging an analytical background in biological sciences to examine customer needs.
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