This task requires permissions that are found in all default marketing security roles Defined sets of privileges.The security role assigned to a user determines which tasks the user can perform and which parts of the user interface the user can view. All users must be assigned at least one security role in order to access the system.. More information about specific permissions and performing this task while offline: Marketing Permissions
After you create a campaign, add items that are associated with this campaign. You can add a target marketing list, products, sales literature, and related campaigns.
In the Navigation Pane, click Marketing, and then click Campaigns.
Click the name of the campaign to which you want to add a list, product, or sales literature, and then do one of the steps in the following table.
To add
Do this
A marketing list
Under Marketing, click Target Marketing Lists, and then in the Records group, click Add Existing Marketing List.
A product
Under Sales, click Target Products, and then in the Records group, click Add Existing Product.
Sales literature
Under Sales, click Sales Literature, and then in the Records group, click Add Existing Sales Literature.
A related campaign
Under Marketing, click Related Campaigns, and then in the Records group, click Add Existing Campaign.
In the Look Up Records dialog box, in the Look for list, select the type of record you want.
In the Search box, type the first few letters of the name of the record to narrow your search, and then click the Find button .
In the list of records, select the check boxes for the records that you want to add, click Add, and then click OK.
Click Save or Save and Close.
Note
To verify that the item you selected was added to the campaign, reopen the campaign, and then under Marketing, click Target Marketing Lists, or under Sales click either Target Products or Sales Literature. The information that you added appears in the list.