Add Customer Contact to Marketing Campaign

Explanation

You can add a customer contact to an existing marketing campaign. This can be done by right-clicking on a contact record and clicking Add to Campaign in the Customer Contacts window. The Select Campaign dialog box will then be displayed for user to select the marketing campaign.

Prerequisites

N/A

System Effects

The customer contact will be added to Contacts tab of the marketing campaign.

Window

Customer Contacts
Marketing Campaign

Related Window Descriptions

Customer Contacts
Marketing Campaign
Add to Campaign

Procedure

1. Display the customer contacts via the Populate or Query function, in the Customer Contacts window.
2. Right-click and then click Add to Campaign. The Select Campaign dialog box is displayed.
3. Select a marketing campaign from the records that appear on the window.
4. Confirm by clicking OK.
   
   Note: You can perform this activity from the Contact tab of Customer window.