Add a Contact to a Campaign

Assign one campaign to a contact

Sofia Zúñiga Vega avatar
Written by Sofia Zúñiga Vega
Updated over a week ago

To add one contact to a campaign, you can go to the contact profile and select the Communications tab. Next, click on the Campaigns tab, then click on the Add to Campaign button.

Then, you select the campaign you want to add the person to. You can see the campaign summary as well as all the actions to be sent in the campaign preview, you can also select the action you want to start the campaign in.

To send the campaign you can send it right away or you can schedule it for the future.

Important Note: If you add a campaign and select to have it start on a specific action, it will be scheduled according to the wait time you have set up for the action.

Once you send the campaign you'll be able to see it in the contact profile. Click on the icon next to the campaign name to open it and see all the actions for the campaign and their status.

In case you need to edit a scheduled message from the campaign you can edit it from the contact profile.

To edit the step you can click on the scheduled action preview:

When you click on the Preview, the system will show you the original scheduled message, when you click on the Update option you'll be able to edit the text:

Once you edit the message you can Submit it and the message will be changed for that contact who is on the campaign.

*** Please note that you can edit scheduled emails and SMS in the contact profile***

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