Usage: Add customers to the campaign, or view customers that are already added.
Prerequisites: Open the Campaign Manager form. See here navigation and form description.
Campaign Manager - 2. Members tab
1.On Campaign Manager form select the desired Campaign 2.Select the 2. Members tab 3.Select the Add Customer(s) to a Campaign form 4.Add Customer(s) to a Campaign form is displayed: • Add Individual Customer - Select the icon to browse through your list of customers, or enter the CustomerID and select • Add Customers from a Query - Select the dropdown in the Customers Query field. This will display a list of queries, which you can use to filter. Once a query is selected, select . |
1.On Campaign Manager form select the desired Campaign 2.Select the 2. Members tab 3.Click on the Customer you wish to view 4.Click on 5.Customer form will open. |
1.On Campaign Manager form select the desired Campaign 2.Select the 2. Members tab 3.Click on the Customer you wish to remove 4.Click on 5.Click Yes when asked for confirmation. Please Note: You can remove all customers by clicking on |
See Also:
New Campaign for more info.