1. Use List Views for Segmentation
Create a custom List View with filters for your target segment (e.g., “Lead Source = Google Ads” or “City = Charlotte”).
Include key columns like “Campaign” to check if leads are already part of a Campaign.
Direct Mail Lead List View Filtered by City and Do Not Mail Status
2. Add Leads via Mass Actions
Select all leads in the List View.
Click the “Add to Campaign” button (if enabled).
Choose the target Campaign and update Member Status in bulk.
3. Use Salesforce Reports for Advanced Segments
Create a report (e.g., “Leads with Campaign History”) to refine your audience.
From the report view, select leads and add them to a Campaign.
4. Automate with Flows for Recurring Segments
Set up a scheduled Flow to automatically add leads meeting certain criteria to a Campaign (e.g., new leads created in the past week).