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Select Recipients

The first step in the campaign wizard helps you select the contacts that are to receive this campaign.

  1. On the left side is the list of available contacts, broken up by Contact, Groups or Type of Contact. Click a header to view contacts of that type.

  2. Select all of the contacts, types, and groups you wish to include in your campaign.

    • Select a contact or group in the left window, and then click the green arrow button.

    • Continue adding individuals or groups using this same process.

    • If you need to remove a contact from the list, select it in the window on the right and click the red arrow button.

    • Notice that as you click on a contact or group, the Preview pane at the bottom of the screen gives you some detailed information, and tells you in which campaigns this person or people are already included.

    • To edit a contact in the list, click to select the contact and then click Edit in the Contact Details pane.

    • If you want to add a contact that is not yet in your contacts database, click the New Contact button. Type relevant contact information check the box to indicate that you want to include this contact in the current campaign. Then, click Save to create the contact and add them to the campaign.

  3. Click Next when you're ready to move on.