Overview
Campaign Membership introduces a clearer way to see how supporters are connected to a campaign. Previously, campaign affiliation was inferred through transactions only. Now, donors can be linked through pledges, recurring plans, transactions, journeys, forms, and messages.
How to Use It
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Navigate to the Campaigns tab in the dashboard.
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In addition to the existing “All Campaigns” table, you'll now see a Campaign Members table.
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This shows which supporters are affiliated with each campaign and the last source—the most recent activity that linked them to the campaign.
Key Features
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View, sync to Salesforce, archive, and restore campaign members from the Campaign Members Table.
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Campaign Membership sync to Salesforce is off by default and must be enabled in Integration Settings. Bidirectional sync available, configurable per organization, and includes new mapping fields for campaign goals and fee amounts.
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Supports various source types: pledge, recurring plan, transaction, form submission, message receipt, or journey participation.