Creating campaign target groups

To manage the campaigns and campaign targets, you can create campaign target groups.

Note: You cannot create a group with both contact and lead records. The records included in the group are determined by the Group Type you select in the Create Campaign Group screen.

To create a campaign group with all contacts or leads:

Access the Campaign detail view Targets tab. See Campaign Targets tab.
Select check box next to each record you require to add to the group to create a group of selected contacts or leads.

Note: To create a group of all of the contacts or leads listed, you can also go to Step 3.
Click Save as Group. The Create Campaign Group screen is displayed.
Select Contact or Lead in the Group Type field.
Specify a name for the group in the Group Name field.
Select All Campaign Targets to create a group of all contacts or leads.

Note: To create the group using records selected in Step 2, you can select Selected Campaign Targets.
Click OK. The Contact or Lead list view is displayed with the new group selected.