Adding an Individual to a Campaign

Modified on Fri, Mar 15, 2024 at 12:32 PM

Overview

In this article, we will review how to add an individual to a campaign.


From the profile page

Step 1: Navigate to the profile you want to add to a campaign.

Step 2: Click on the Campaign tab (depending on your community, the verbiage may vary).

Step 3: Click on the Add to Campaign button.

Step 4: In the pop up window select the Campaign you want to add them to and their Status in the campaign.

Step 5: Click Save.


From a Campaign Page

Step 1: From the left hand menu select Campaigns.

Step 2: Select the campaign you want to add the individual to.

Step 3: Navigate to and click into the Search for Person field.

Step 4: Search for the person's name in the search field.

Step 5: Select the person from the search results.

Step 6: If there are custom responses, select the appropriate option from the Response field.

Step 7: Click Add.

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