Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Comment: Added additional resources

...

Zen Section
id932657593
section-nameStep-by-step
classsbsTabPanel has-border
tab932672905
margin0px 11px 22px 0px
padding20px 0px 20px 11px
Open Links In New Window
Wrap
classlsMain

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?

All Contacts Dashboard
Anchor
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.

 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.

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).

Individual Contact
Anchor
Contact

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

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.

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

 

My Campaigns Dashboard
Anchor
MyCampaigns

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. 

 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.

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

Marketing Center Campaign
Anchor
ContactCampaign

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

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.

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.

(lightbulb)Tip: 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.

Back to top

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.

Additional Resources:

SEO Meta Description
In this tutorial learn how to add contacts to a campaign.

...