Attach a Document to a Marketing Campaign

You can upload a new document and attach it to a marketing campaign if Vantagepoint 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 Vantagepoint.

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, select Hubs > Marketing Campaigns > Marketing Campaigns.
2. At the top of the Marketing Campaigns form, enter either a complete or partial name or number in the Find marketing campaign lookup field to find and select the marketing campaign for which you want to attach the document.
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.