On the web: 

If the contact is already created in your system: 

  • Please click on Contact you wish to assign a campaign to:
  • Scroll down to the bottom of the screen
  • Last box is 'Assign / Change Campaign' 

  • Click in the box, and the available campaigns will pop up
  • Click on the campaign you want to assign
  • Click Save


If you are entering a new Contact, the assigning of campaign steps are very similar : 

  • Click Create New Contact
  • Fill in required information (primary email address needs to be entered)
  • Scroll down to the bottom of the screen
  • Last box is 'Assign / Change Campaign'
  • Click in the box, and the available campaigns will pop up
  • Click on the campaign you want to assign
  • Click Save


On the App: 

If the contact is already created in your system:

  • Click on Contacts
  • Click on the prospect you wish to assign the campaign
  • Scroll down to the bottom
  • Click on 'Change' next to where it says Current Campaign
  • The available campaigns will pop up
  • Click on the campaign you want to assign
  • Click Assign

 


If you are entering a new Contact: