How to Add Participants to a Campaign
Go to the Campaign Workspace and click on the name of the campaign you want to add participants to.
Go to the Participants Tab in the banner.
Use the Add Participants button.
Use the filters to find the correct list of Households or Contacts you want to add to the campaign.
Check all the boxes in the list you create. Click OK when done.
Note:
- If you click the top left checkbox, it will select everyone in the list up to 300. Anything beyond that, you will have to manually check.
Note:
- To remove someone from a campaign, return to this filter and uncheck their name.
Related Articles
How to Activate the Drip Campaign
This article explains how to start a Drip Campaign. First, it goes over the basic process. Then it details the changes that you will need to make for each specific type of Drip Campaign, such as: Monthly Drip Campaign $50-Million Wilson New York ...How to Add a Workflow to a Campaign
Go to the Campaign Workspace and click on the name of the campaign you want to configure. Replace the default campaign workflow with the one your campaign uses. Click the Select Template button. Check the circle next to the workflow template for this ...How to Process the Wilson Drip Campaign
There are three variations of the Wilson Drip: Original, New York, and Blended. They are all processed the same way. The difference between them is the style of letter sent each month. A Wilson drip campaign sends an introductory letter any time ...How to Process the Monthly Drip Campaign
Below is a suggested timeline of the steps your team needs to take each month run the monthly drip campaign in G5. Install the Drip Campaign. Activate the Drip Campaign. Follow these instructions, and when you reach the “Optimize the Workflow for a ...How to Add a Workflow Action to a Step When you Activate a Campaign
Sometimes a specific campaign will need you to add an additional action. This is done when you activate the campaign. Set up the Campaign. Add the chosen Workflow to the Campaign. Customize one of the steps by adding an additional Workflow Action, as ...