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Adding a Family to a Marketing Campaign

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Written by Imogen Shelton
Updated over 2 weeks ago

1. Go to the Families Page:
Navigate to the intended family’s page.

3. Select Marketing Campaigns:
From the expanded options, click on Marketing Campaigns.

4. Add/Edit Marketing Campaign:
In the Marketing Campaigns section, locate the Add/Edit button in the row and click it.

5. Choose Campaigns:
The "Marketing Campaigns" module will open. Use the dropdown list to view your existing or created marketing campaigns.

6. Select Campaigns:
You can select multiple campaigns to assign to the family.

7. Save Your Selections:
After selecting the campaigns, click SAVE.

8. Verify Campaign Assignment:
To confirm the marketing campaign was applied, check the Marketing Campaigns tab on the family’s profile, where the newly assigned campaign will appear.

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