Body
Summary
Creating a new campaign for Predictive Response users in the Outreach Salesforce environment.
How-To
Instructions
Step 1 - Navigate to the Campaigns tab and click New.
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Step 2 - Choose your newsletter type, as applicable.
Step 3 - Fill out the form. For the Subscription, you can use the search functionality to find a Subscription that works for your Campaign. The name of the Subscription should relate to the department/information you're sending information out from. If you can't find a relevant one, one may need to be created. To do this, send a case to the CRM team.
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Step 4 - Click Save. Your new Campaign is ready to have Contacts added via the Campaign Members section.
Step 5 - After adding Campaign Members, click the Synchronize button in the top right. It may be in a dropdown menu.
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Outcome
You have successfully created a new Campaign.
Need additional help?
If you have any additional questions, please fill out the Constituent Relationship Management Services Support Form.