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Adding and Removing Contacts from Campaigns

Adding and Removing Contacts from Campaigns

Add contacts from the Contacts tab

1. Tick the checkbox beside the contacts you want to add.

2. Click Assign to Campaign.

3. Choose the campaign.

Add contacts automatically after scoring

When you run a new job, you can send each result bucket (High Intent, Low Intent P2, Low Intent P3) to an Active or Draft campaign. See Scoring or Enriching Contacts from Your CRM.

Remove contacts from the Contacts tab

1. Tick the checkbox beside the contacts you want to remove.

2. Click Remove from Campaign.

Remove a contact from inside a campaign

1. Open the campaign and click the contact in the contact list.

2. Click Remove From Campaign at the bottom of the contact’s details.

Note: removing contacts from a campaign does not remove their open follow-up tasks. Those stay assigned to their reps.

Related articles

• Managing Campaigns

• How to Run a Job

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