• Campaigns Overview

    Campaigns allow you to gather accounts and/or contacts which meet a defined criteria so you can perform some kind of mass communication effort. Cam...


  • Create a Campaign

    Creating a campaign has three steps: Create the campaign. Create the steps in the campaign to populate it with accounts/contacts. Execute the camp...


  • Update a Campaign or a Campaign Step

    You can make updates to a campaign after it is already created and after retrieving the accounts/contacts.  If you make an update to a campaign tha...


  • Manually Add Accounts/Contacts to a Campaign

    In addition to creating steps to automatically add accounts/contacts to a campaign, you can also manually add accounts/contacts to a campaign. This...


  • Work a Campaign

    Once you have all your accounts/contacts in your campaign, you can now work that campaign. Working a campaign may include sending emails, making ph...


  • Copy a Campaign

    You can copy an existing campaign to quickly create another campaign. You can then adjust each campaign step as needed so you do not have to create...