Marketing Campaigns - Contacts


Adding a Marketing Campaign Contact


Step     Action

  1.      In CRM, select the Marketing Campaigns tab and enter a Campaign to edit. Scroll to Contacts section.

  2.      Select {Add} under Contacts on the Marketing Campaign   edit page. Select 

          to add a {Single (Existing) Contact} or a {Contact List}. A corresponding modal 

          window will open.

Single (Existing) Contact Modal Window

Contact List Modal Window

  3.      Select the contacts or contact list to be added.   

  4.      Select {Save}. A results window will pop-up to indicate the Contacts or Contact 

           List was successfully added.

  5.      Select X to close pop up results window.


Editing a Contact

Step     Action

  1.      Hover mouse over the name of address to be edited under Contacts. A pencil 

           icon will appear on the right-hand side of the name. Select the pencil icon.


  2.     An Edit Marketing List Contact modal window will open.

  3.     Make required changes.

  4.     Select {Save}. A results window will pop-up to indicate the Contact saved 

           successfully.


  5.       Select X to close the pop-up window.    


Deleting a Contact
Step     Action

  1.      Select entries under Contacts to be deleted by checking boxes on the left-hand

           side. All entries can be deleted by checking box to left of {Add} under Contacts.  

  2.      Select {Delete}. A window will pop-up to confirm selected items to be deleted.


  3.      Select {OK} to delete selected items. A results window will pop-up to indicate

           the selected contacts have been deleted.

  4.      Select X to close pop up results window.


Exporting Contacts

Step     Action

  1.      Select {Export} under Contacts.


           Note: Note: You may need to confirm the file to be opened/saved before proceeding, depending 

          on your web browser. A .csv file will open or be saved to your computer depending on your web 

          browser. On PC/Mac the default file location is in your Downloads folder.

      


Note: Contact address on export file will fall back to customer's default billing address.