Add a marketing list, sales literature, or product to a campaign

Can I do this task?

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.

  1. In the Navigation Pane, click Marketing, and then click Campaigns.
  2. 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.

  3. In the Look Up Records dialog box, in the Look for list, select the type of record you want.
  4. 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 Find button.
  5. In the list of records, select the check boxes for the records that you want to add, click Add, and then click OK.
  6. 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.

Related Topics

Work with Campaigns and Campaign Templates

Work with Marketing Lists

Planning Campaigns

Work with Sales Literature

Creating the Product Catalog

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