To save time, you can copy contacts associated with another entity record to a campaign, including projects, enquiries, communities, opportunities, other campaigns, and so on.
To copy contacts to a campaign:
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Navigate to the campaign.
You can search for campaigns in the
Activity Zone. Alternatively, you can access campaigns that you are assigned to in the Campaigns dashpart in the
Personal Zone. If the Campaigns dashpart is not displayed, click
to add it.
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On the campaign window, click the Contacts tab.
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Click
Copy Contacts.
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On the Copy Contacts window, use the first list to select the record type that you want to copy contacts from.
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In the
Filter Entity Name field, type the name of the record that you want to copy contacts from, or select it from the list.
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From the list of available contacts that displays, select each contact that you want to copy.
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Click
Copy Contacts.
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Click
Close.