Campaign Member Helper
Add and manage Salesforce campaign members by searching leads or contacts and setting their statuses.
Astrea IT Services Pvt LtdFree
Campaign Kanban
by App Bang WallopSalesforceFreemium
Manage Salesforce Platform campaign members on a Kanban board with drag-and-drop actions for leads, contacts, and accounts.
PRICINGFreemium
DEPLOYMENTCloud
CATEGORYMarketing
UPDATED ON MARKETPLACE
What it does
Campaign Kanban presents campaign members in columns representing their statuses and lets users move records between columns by dragging them. The add-in supports creating or assigning leads and contacts to campaigns, removing existing members, converting leads, and creating campaign opportunities. Users can search, filter, sort, and customize the information shown on cards and in a side panel. The separate Campaign Member Status Walloper add-on can generate status sets according to record type or type.
Key capabilities
from the Salesforce AppExchange listingKanban status management
Move leads, contacts, and accounts between campaign status columns with drag-and-drop actions.
Member record creation
Create a lead or contact and assign the new record to a campaign through a drag-and-drop workflow.
Member assignment
Add existing leads or contacts to campaigns or remove them from campaigns using drag-and-drop actions.
Lead conversion
Convert leads from the Kanban side panel.
Opportunity actions
Create opportunities from a column action and associate them with campaigns.
Board search controls
Search campaign members and apply filters or sorting separately for each campaign board.
Configurable displays
Choose the information shown on campaign cards and in the side panel.
Status set automation
The Campaign Member Status Walloper add-on creates campaign member status sets according to record type or type.
How it compares
Campaign Member Helper lets users select leads or contacts through filtered searches to add them to a campaign with a chosen status, and it supports editing or deleting records. Campaign Kanban instead uses status columns, drag-and-drop movement, configurable cards, and a side panel with additional record actions. Campaign Member Wizard focuses on adding contacts to a selected campaign in one click, while Campaign Kanban also handles leads and accounts and includes status movement, search, filtering, and sorting.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Freemium | Cloud | |
| Campaign Member Helper | Free | Cloud |
In the catalog
210 plugins in Salesforce Platform · Marketing
Price distribution: 57 free, 33 freemium, 120 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Freemium
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What the vendor says
«Column Actions - automatically convert Leads or create Opportunities in one simple drag and drop action and ensure Opportunities are appropriately attributed to Campaigns Easily Create Campaign Members – create a new Lead or Contact and add it to a Campaign in one simple drag and drop action Easily Manage Campaign …»