Add Individual Owners to a Campaign from Owner Profile (How-To)

Article Details

Summary

You can add one owner to a marketing campaign from their profile. You can do this in two places: the Owner Communications tab and the Details tab.

Steps

Add an Owner from the Communications Tab

  1. Open the owner's profile.
  2. Select the Owner Communications tab.
  3. Select Add to Campaign.

    Communications dashboard with campaign button.

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

    Campaign selection interface with options list.

Add an Owner from the Details Tab

  1. Open the owner's profile.
  2. Select the Details tab.
  3. Find the Campaigns section at the bottom of the right column. It lists campaigns the owner is a recipient of or has already received.
  4. Select Add to Campaign.

    Campaigns list with 'Add to Campaign' button.

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

    Campaign selection interface with options list.

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