Attach a Document to a Marketing Campaign

You can upload a new document and attach it to a marketing campaign if DPS is configured to allow you to attach documents and the file type is an approved file type.

You can upload various file types, such as image files, Microsoft document files, word processing files, drawing files, spreadsheets, and so on. When you upload a document, a copy of the file is stored in DPS.

You must have access rights to the record to attach a document.

To attach a document to a marketing campaign:

1. In the Navigation pane, go to the Hubs section and select Marketing Campaigns.
2. Use the search field above the marketing campaign name to search for and select the marketing campaign that you want to attach the document to.
3. On the Files & Links tab, click +Upload File and select a file to attach.
4. Choose a category for the file in the Category drop-down list.
5. If needed, change the description for the file. When the file uploads, the filename displays in the Description column by default.