How can I add Prospects to a Campaign?

Reps and Managers can add recipients to their campaigns directly from within using the “Add to Campaign” button on a list view, individual Contact or Lead page within, or by uploading a CSV file of the recipient information. 

 List View:

Individual Contact or Lead Page:


Uploading a CSV once you've chosen a Campaign:



You can then choose a campaign to add the prospects to by clicking Use Campaign:

From there, you'll have the option to edit the content for each touch or preview & customize for each recipient:

For more information regarding Touchpoints, check out our blog post and How-to Guide.

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