Administrator Guide

Contacts can be added to Campaigns in a variety of ways.

From Campaign Display

1. From the Campaign item’s Display for Campaign Participants Sub-Grid, click the “Add Contact” connect option to search for and add Contacts directly within this Sub Grid.
   
2. The Connect Items window will launch, allowing you to search for Contacts to add.

3. Once the Search Results are displayed, click the check box beside the Contact items you wish to connect and designate a Connection Reason and click “Connect/Disconnect/Modify”.

4. The Search window will reopen allowing for further people to be searched for and connected.Or click “Finish/Close”.

5. Click the “Refresh Totals” option to update the total number of Contacts for the Campaign.
   

From Contact Display

1. Select ”Add To Campaign” from the Action Bar:

2. The Add To Campaign window will appear showing all active Campaigns. Select the appropriate Campaign from the list:

3. The Contact is now added and a confirmation message will be displayed.

From a Contact List

1. When viewing a Contact List, simply hover your mouse pointer over the hyperlink and click the (…) to launch the Custom Menu. Select “Add to Campaign”.

2. Follow the steps outlined in the previous section.

Configuring

This feature is added to the existing Advanced Settings shown below. If you do not wish to use this feature, no action is required.

Setting Name: ContactsActionBarItems
Setting Value: Add to[br]Campaign|embedded|addcontacttocampaign

Modify the Setting Value as shown below:

Setting Name: ContactsCustomMenuItems
Setting Value: AddToCampaign|Add to Campaign|campaigns.png

Reset the Application Cache any time you have finished modifying Advanced Settings.