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Adding participants to a campaign from the Contacts workspace

You add multiple contacts to a campaign from the Contacts workspace. A campaign is a coordinated set of predefined activities for achieving a marketing-related goal, such as a fundraising campaign.

You can also add participants to a campaign from the Campaigns workspace.

To add contacts to a campaign:

  1. Navigate to the Contacts workspace.
  2. You can select multiple contacts.
  3. Click the Actions button at the top of the contact list and select Add to > Campaign.
    The Select Campaign dialog opens.
  4. Select the required campaign and click OK.
    You will be prompted to confirm that you want to add the contacts to the campaign. Click Yes to continue.

The contacts are added to the campaign.

Adding participants to a campaign from the Campaigns workspace