Campaigns

  • Campaigns Overview

    Campaigns allow you to gather accounts and/or contacts which meet a defined criteria to perform a mass communication effort. Campaign examples incl...

  • 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

    Accounts and contacts can be manually added to campaigns from account/contact records within Enterprise. This offers more control over which accoun...

  • 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...