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Add customers selection to a campaign

The first step in creating your campaign is to add a customer selection, which you can revisit and update at any time in easy steps.

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Written by Stephanie Desveaux
Updated over a month ago

To add your customers selection to your campaign, follow the steps below:

  1. From the Target step:

    • Import Selection: To load a previously saved selection.

      • By the relevant customers selection, click Add and use icon then click confirm.

    • Create New Selection: To open the Contact Segmentation screen and create a new selection.

      1. Create your new selection, then click Submit.

      2. From the pop-up add the a title for your new selection, then click Save.

If your campaign already has a selection previously added, and you want to update it:

  1. Click Change Selection icon.

  2. By the relevant customers selection, click Add and use icon then click confirm.

The customers number the customer count will update automatically. This ensures that your filtering keeps only those contacts who are eligible to receive the campaign based on the sender profile.

Refer to this article for a full walkthrough and a video guide on creating a new campaign.

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