CRM Tutorial: How to Add a Contact to a 360 Campaign

CRM Tutorial: How to Add a Contact to a 360 Campaign

March 22, 2016

If you wish to add a contact to a 360 automation campaign that's already running, you can do so through the contact profile page. Just click the contacts tab and then select the contact you want to add to the campaign. Then click on new activity and select add to 360 campaign. A drawer will slide out from the right where you can select which project you want to add the contact to and which 360 start element. Click save once you're done and the contact will be put into the campaign.Here in the 360 campaign you can see the different starting points including the start from CRM element. That's where the contact will be added into the flow. If you want to learn more about how to build 360 campaigns with start from CRM elements check out our 360 tutorials.If you need more help reach out to us at https://www.simplycast.com/about-us/contact-us/

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