Customer Forum

Adding Members to a Campaign via Report

Workbooks Support Posted: 2014-08-28 14:04

You can easily add members to a Marketing Campaign via a Report which is useful if you want your Marketing Campaign to target specific people depending on criteria. All you need to do is to create a Report based on either People, Organisations or Sales Leads and set the appropriate criteria depending on who you'd like to add.

If the report does not appear in the dropdown when trying to add the members, you'll need to check which columns are present in your Report.

For Reports based on People, you'll need a column for Person Name.

For Reports based on Organisations, you'll need a column for Organisation Name.

And finally, for Reports based on Sales Leads, you'll need a column for Sales Lead Name.