Add Contacts to a Campaign

You can add both internal and external contacts to a campaign. These are the people that you want to involve in the campaign. For example, you can add clients to a marketing campaign to receive marketing communications.

To add contacts to a campaign:

1. 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.
2. On the campaign window, click the Contacts tab.
3. Do any of the following:
   • To add a single contact, click Add Contact. Enter the name of the contact in the Contact field to add an existing contact, or click to create and add a new contact.
   • To add multiple contacts, click Add Contacts. You can use the search to find contacts based on a number of filter options. For example, you can search for contacts within an organization, or contacts that have a particular job category.
   • To copy contacts from another entity record, such as a project or another campaign, click Copy Contacts. For information, see Copy Contacts to a Campaign.
   Note: If a contact has enabled the No Contact option for any of their contact methods in their contact record, they are excluded when you send out a campaign communication, such as emails and mail merge letters.