Summary

You can filter the View All Owners, View All Animals, or View All Reservations table, then add the results to a marketing campaign.

Steps

1. Open the table you want to use. Find View All Owners and View All Animals under Left-hand Navigation: Owners & Pets. Find View All Reservations under Left-hand Navigation: Reservations.
2. Filter by one or more columns to narrow the list. Select a column header to change the sort direction. Select the filter icon to filter by equals, greater than, less than, not equal to, or a range.

   

   

3. Select Add to Campaign at the top right of the table once the list shows exactly the owners you want.

   

4. Check the box next to one or more existing campaigns. If you need a new one, create it from this window.

If Something Goes Wrong

If you do not see a form field you want to filter by, add it as a column. Go to Left-hand Navigation: Admin » Owner Form, Admin » Animal Form, or Admin » Reservation Form. Hover over the field and select the pencil icon. In the Tags section, select View All. Save the side window, then save the form.

Related Articles

• Custom Campaign Groups Feature Overview
• Add Individual Owners to a Campaign from Owner Profile How-To
• Add to a Campaign from a Report How-To