This guide explains how to assign one or more customers to an active marketing campaign, using the customer list management features.
This operation is generally performed from the main customer management screen, where you can select one or more recipients simultaneously.
Step-by-step Procedure
1. Access the Customer List
Navigate to the main customer management section (the screen that shows the table with fields First Name, Last Name, Email, etc.).
2. Select Customers
Locate the customer or customers you want to add to the campaign. Use the checkboxes to select all desired recipients.
3. Open the Additional Actions Menu
After selecting the customers, look for the bulk actions menu (it might be a button with an icon or a dropdown menu).
4. Select the Campaign Action
In the actions menu, find and click on the option labeled: Add to campaign.
5. Choose the Specific Campaign
A submenu will open listing all active marketing campaigns. Click on the name of the campaign you want to add the customers to.
- Example: Select
[Marketing Campaign Name].
6. Confirm
The system will process your request. You will receive a confirmation message indicating that the operation was successful, titled: Contact added.
The selected customers have now been added to the chosen marketing campaign and will start receiving communications planned by the campaign.
