Managing Campaign Targets
Use the Lookup Targets dialog box to determine which contacts and leads should be targeted for a campaign.
Open the Lookup Targets dialog box
- From the Campaign Detail view, select the Targets tab, and then click . If the tab is not visible, click the More Tabs tab.
Use filters to add targets to a campaign
- Click the Lookup Targets tab. If the tab is not visible, click the More Tabs tab.
- Click the button.
- Use the filters to narrow the list of records.
- To find out how many targets meet the filter criteria before searching, click the How Many? button.
- Click Search.
- Click the Add Targets button to add all the targets in the list and close the dialog box.
The targets appear in the Targets tab grid.
Use groups to add targets to a campaign
- Click the Add From Group tab.
- Select either the Lead Group or Contact Group option.
- Click the drop-down arrow and select from the list.
- Click Search.
A list of the group's records displays.
- Click Add Targets.
The targets from the group are added to the campaign.
Removing a Target from a Campaign