Add Contacts to a Campaign
The easiest way to add a large cross-section of people to a campaign is to pull a report with your email recipients and "Add to Campaign". See instructions below.
Navigate to the report you want
If you need to create a new report to get the population you're looking for, check out the other guides on creating and editing reports. Reach out to the systems team with any questions.
The report type must be "Contact" or "Contact with" or "[something] with Contact" to add the report data to a campaign.
Check Report Criteria
Make sure this report is pulling the information you need! If it needs to be modified, save it as a new report and customize it to your needs. See instructions for customizing reports, here.
Add Contacts to a Campaign
Once you sure the report is pulling in all of the correct people, click the down arrow beside "Edit" in the upper right corner and select "Add to Campaign".
Choose your Campaign
Begin typing the name of the campaign you want to add these contacts to. Select it from the list once you see it pop up or click "New Campaign" if you want to create a new campaign to house these contacts. You can leave the Member Status on the default, "Sent". Then click submit.
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