How do I populate my "Contacts" list under the "Campaigns" tab?

Last post 07-13-2012 3:23 PM by Bryan. 2 replies.
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  • 07-05-2012 2:15 PM

    • Bryan
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    • Joined on 07-05-2012
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    How do I populate my "Contacts" list under the "Campaigns" tab?

    I am trying to organize some campaigns in method and I am new at this so I'm probably just missing something obvious, but I am looking to have a list of selected "Contacts" under any given "Campaign". Is this possible? I am able to see my "Activities" list under my "Campaigns" tab but the "Contacts" list is empty.

     

    What I am trying to accomplish is to have an easy to reference list of people who are a part of a certain project of mine, where I can see them all listed once each. The "Activities" list doesn't necessarily give me that info so I was hoping the "Contacts" list would.

  • 07-06-2012 11:03 AM In reply to

    Re: How do I populate my "Contacts" list under the "Campaigns" tab?

    Answer

    Bryan:
    ...but I am looking to have a list of selected "Contacts" under any given "Campaign". Is this possible?

    From the edit customer screen under the additional info section tab you have the option here to select a campaign.  When you add a customer to a campaign they will be visible when looking at the campaign under the contacts section tab.  Try this out and let me know if that's what you're looking for.

    ~C

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  • 07-13-2012 3:23 PM In reply to

    • Bryan
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    • Joined on 07-05-2012
    • Posts 2

    Re: How do I populate my "Contacts" list under the "Campaigns" tab?

    Hi Chad, thanks for your help.

    I actually have selected this as I have added my Leads all along, but they never showed up in the "Contacts" tab, until now. I didn't change a single thing, I just loaded it today and they showed up. I'm wondering if I hit 'refresh' or something similar that may have reprocessed things? I'm not entirely confident that the list will update in real time as I add new contacts because of this, do you have any ideas why this might be? I will keep an eye on it moving forward, hopefully I'll have a reliable and consistent way to build a Campaign Contact list to review and go back through.

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