Connect participants to a marketing activity
This is how you connect participants to a marketing activity:
- Make sure you see the Campaigns tab, (if you can’t see the tab, read more here).
- Search for the individuals in the person list or create a selection with the persons you want to connect.
- Select them with Ctrl + A or some of them with Ctrl / Shift and click with the cursor.
- Right-click and select the Campaigns tab.
- Select add to.
- Select / search for the campaign you want to link to.
- A guide opens where in the first step you can choose to enter a status of the participant and possibly make a note.
If you want to disconnect a participant, the easiest way to do this is to delete the participant during the Campaign.