Campaigns
Create New Campaign
You can create a new campaign through the tabs Campaigns or Markets in the navigation bar on the top of main menu.
In order to enable these 2 tabs you need to enable this from the Portal/Apps tab (My account - Company - Portal/Apps) from the tab selection on the left. Apps
Campaigns
- From the navigation bar click on Campaigns
- Click on Actions on the top right side
- Select New Campaign
- Then you can add multiple information (campaign name, connect a pipeline, add a security, link a proposal..) and connect to a contact Campaigns Edit & Fields
- Select Create
Markets
- From the navigation bar click on Markets
- Select your preferred security from your securities list
- Click Actions button on the right side
- Select New Campaign
- Then you can add multiple information (campaign name, connect a pipeline, add a security, link a proposal..) and connect to a contact. Campaigns Edit & Fields
- Click Create
Alternatively, you can also
- Click on My Account - and then select Company
- From the tabs on the left, click on Campaign Monitoring
- Click Actions button on the right side
- Select New Campaign
- Then you can add multiple information (campaign name, connect a pipeline, add a security, link a proposal..) and connect to a contact. Campaigns Edit & Fields
- Click Create
Updated 4 months ago