Table of Contents

Add a Contact to a Campaign

Campaigns are a great way to stay engaged with your contacts and sphere. You can add contacts to a campaign in two ways:

  • Adding them individually to the campaign
  • By adding them to a group that's on the campaign
Adding a contact to a group will automatically add that contact to any campaigns associated with that group. Click here to learn how you can automate this.

Where in your system are you adding a contact to a campaign?

  • Your All Contacts Dashboard
  • While working on an individual contact
  • Your My Campaigns dashboard
  • The Marketing Center as you work on a campaign

All Contacts Dashboard

From the Contacts menu, select All Contacts. Here, you'll see all of the contacts in your database, as well as actions you can take. To add a contact to a campaign, click the Add link in the Groups or Marketing column.

Screenshot of contacts page options to add group or add marketing campaign
If you see icons instead of the Add link, it means that contact is already in a group or has already been added to a campaign.

You can add them to a campaign directly by clicking the Add link in the Marketing column. Then select the campaigns you want to add them to, and click Save.

Screenshot showing how to select campaign to add contact to

You can add them to a group by clicking the Add link in the Groups column, and select the group(s) you wish to add them to. This will automatically add them to any campaigns associated with the group(s).

Screenshot of option on how to add contact to group

Individual Contact

On the contact summary page, click on the marketing icon.

Screenshot of adding contact to marketing from contact's page

Here you'll see a list of the campaigns you can add them to, simply check the box for the desired campaigns and you're set.

Screenshot showing how to select campaign to add contact to

Adding Secondary Contacts

You can also include secondary contacts on campaign emails. This is a great way to stay engaged with your contact’s spouse, sibling, parent, etc. To add a secondary contact to a campaign, click the 'also send emails to' box, and the secondary contact will be added to the campaign. Learn how to add secondary contact details

Screenshot of option to send campaigns to secondary contact

My Campaigns Dashboard

You can easily add groups to a campaign from your My Campaigns dashboard. Simply click the Groups button to start adding groups to your campaign. 

Screenshot of campaigns page showing how many groups are added to specific campaigns
Adding a contact to a group will automatically add that contact to any campaigns associated with that group. 

Or, if you want to add individual contacts, click on the Contacts tab.

Screenshot of contacts tab on campaign add a contact option

Next, click the Add button next to the contacts you wish to add. Then click Save Changes.

Screenshot of add contact and save changes button on add contacts to campaign option

Marketing Center Campaign

When working on a campaign in the Marketing Center, click on Add or Remove Contacts. 

Screenshot of add or remove contacts on campaign page

The default view will be groups, to add an individual contact, click the contacts tab. Otherwise you can add groups to a campaign, then whenever you add a contact to a group that was added, they'll automatically be added to the campaign.

Screenshot of contacts tab on campaign add a contact option

The left column defaults to show all eligible contacts.  You can filter contacts by group, name or email, and by contact status. The right column shows contacts already added.  You can add individuals or all eligible contacts.  Be sure to click Save Changes when done.

If a contact is missing from the list, you can edit the contact to add email and/or mail addresses, as needed to be eligible for the campaign.

Screenshot of add contact and save changes button on add contacts to campaign option

Good to know

  • You can only add a contact to a created and saved campaign.
  • If a campaign is not Active, your contacts will not receive anything until you activate the campaign.
  • The Monthly Newsletter Campaign is already created and active. All you need to do is add groups or contacts and you're all set!
  • If you add a contact to an interval campaign, they will start at step 1. If you add a contact to a date campaign that has already started, they will start on the date of the next step (will not receive the full campaign).
  • You can only remove a contact in the way they were added. If you added them directly to the campaign, you will remove them from the campaign; if you added them via a group, you'll need to remove them from the group in order to remove them from the campaign.

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