Table of Contents:
Automatically adding someone to a campaign
How someone is added to a campaign is dictated by a goal in a campaign. For example, in the campaign below, the first goal is for a person to fill out a web form to request information. Once this goal has been achieved, the person has now been "added" to a campaign.
Manually adding someone to a campaign
In some cases, you may want add some logic to the campaign that will make it easy to manually add one-offs to the campaign. There are several ways to do this depending on your situation. Below are two ways to set up logic in the campaign builder to manually add individual people to a campaign:
- Add a Tag goal to the campaign. Whenever a specific tag is applied to a contact record, the goal will be accomplished, and the person will be added to the campaign.
- Another method to manually add someone to a campaign is set up an internal form in the campaign. An internal form is similar to a web form, but an Infusionsoft user fills this out on behalf of a prospect.
Adding to campaign via the contact record
- While in a contact record, scroll to the 'Campaigns' tab. Here you will be able to click the Add to Sequence button at the top right.
- This will allow you to then choose a campaign, followed by a sequence that the contact will start at the beginning of. Click Add