How to Add or Edit a Campaign on a Contact

Created by Cyndi DeBolt, Modified on Tue, Jul 15 at 12:30 PM by Corey Nolan

Below are the steps to follow to Add a new campaign or edit an existing campaign on a contact record.

Add a New Campaign

1. Search for the contact using the Global Search query options

2. Click the Campaigns tab

3. Click the icon to add a Campaign

4. Target Start Date defaults to today

5. The drop down for Campaign will list all available in the system

6. “Responded by” defaults to the user who’s performing this task

7. Referral Code

8. Identifier 2

9. Then click Save

** Note Once the Campaign has been added, it displays at the top of the page, above the name field. Prior to quoting, verify that the Campaign matches what will be intended.

Edit an existing campaign

1. Search for the contact using the Global Search query options

2. Click the Campaigns tab

3. Click the hyperlinked Campaign you wish to edit (Campaign Target window will open)

4. Click the Campaign drop-down menu and select the desired campaign

5. Then click Save