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Add Individual Owners to a Campaign from Owner Profile
From an owner's profile, you can individually add accounts to a campaign. There are two places this can be done.
Owner Communications Tab
- Navigate to the Owner's profile and click on the Owner Communications tab.
- Click Add to Campaign.
- Click the check box next to one or more existing campaigns or, if needed, create a new campaign from this popup.
Owner Details Tab
- Navigate to the Owner's Campaigns section on the Details tab at the bottom of the right column. The Campaigns section contains a list of all campaigns the owner is currently listed as a recipient of or that they have previously received.
- Select Add to Campaign to add this owner to a new campaign.
- Click the check box next to one or more existing campaigns or, if needed, create a new campaign from this popup.
Related Resources
- Custom Campaign Groups Topic Outline
- Add to a Campaign from View All Tables How-To
- Add to a Campaign from a Report How-To
- Add to a Campaign from Dashboard How-To
- Edit Individual Recipients from the Campaign Page How-To
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