How to add a participant to a campaign or marketing activity?

This is how you add a participant to a campaign

  • Check so that you can see Campaigns (if you can not, check out this article)
  • Select the persons or create a filter to help you select the persons you wanna link to your campaign. Read more about searches and filters
  • Select all of them with Ctrl+A or hand-pick them by holding Ctrl/Shift and clicking. 
  • Right click and choose Marketing activity (or your local equivalent).
  • Choose Add to
  • Search for/choose the appropriate campaign.
  • A guide will pop up, allowing you to select a status for participants and make a notice.
  • If you want to disconnect a participant from the campaign this can be done by simply deleting it from the list of participants.
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