Adding a Campaign

Topic:

adding a Campaign

Review the video together with the steps outlined below, then use the button provided to continue to the next topic.

  1. Hover over ‘Admin’ in the top menu
  2. In the dropdown that appears, click ‘Campaigns’
  3. Click ‘Add Campaign’
  4. Write a name and description for the campaign
  5. Click ‘Save’
  6. You can now add any new ‘Customer’ or ‘Lead’ to this campaign group