Add someone to a campaign

Automatically add someone to a campaign

Goals dictate how contacts are added to a campaign. If a campaign process starts with a Web form submitted goal it means that once that form is submitted then the goal has been achieved, and that person is added to the sequence.


Add contacts to a campaign from their contact record

  1. From a contact record, scroll down to the second row of tabs and click the Campaigns tab.
  2. Click Add to Sequence at the top right.
  3. Choose a campaign from the first drop-down.
  4. In the second drop down select the sequence to add the contact to.
    Note: The contact will start at the beginning of the sequence unless date times are used, and that date has passed. Learn more here
  5. Click Add.
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