After you have tested your campaign and verified that it has a logical flow through the Steps and Actions, you can activate it and add contacts.
Add contacts to a campaign
Every campaign has to have a set of contacts, i.e., the people to whom the campaign is sent and whom you want to take an action based on the campaign.
Contacts are added to the campaign during the Activation step.
- Contact can be automatically added to the campaign based on their belonging to a Target Group.
The "add contacts" options let you to control how and when contacts are added to the campaign.
To add contacts:
- Navigate to the Activate tab of your campaign.
- Select one of the add contacts options that are described below.
| Option | Description |
|---|---|
| Add Subscribers Over Time |
Automatically adds (to the campaign) all contacts who get added to the selected Target Group during the specified Time period to add subscribers.
This option is most useful for dynamic target groups from an integrated database and with Action-based target groups. |
| Add Subscribers at Once |
Automatically adds (to the campaign) all contacts who are already in the selected Target Group. These contacts are immediately added on the selected start date of the campaign.
This is a good option for an event with a fixed list of invitees and for messages that support an upcoming event for which there might not be sufficient time for a longer-term campaign. |
| Add Subscribers at Once and Over Time |
This combination of the two other options automatically adds (to the campaign):
|
| Branch from Another Campaign | Add contacts from a different campaign to this campaign. This is accomplished by using the Campaign step in the calling campaign. |
- If you chose one of the three Add Subscribers options, click the Folder and Target dropdowns and select the Target Group that you want as the source for your campaign contacts.
- Use the Start and Stop fields to set the time period (click the calendar icons or manually specify) during which contacts can be added to the campaign.
- You can also exclude or remove contacts from the campaign. See How to Exclude Contacts to learn how.
- Click Activate.
The system will now automatically add contacts to the campaign based on your settings.
Campaign reporting
Be sure to periodically check the reporting metrics via the Report option for the campaign on the Campaigns > List page.
To learn how, see Campaign Reporting Overview.