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

1. From the navigation bar click on Campaigns
2. Click on Actions on the top right side
3. Select New Campaign
4. 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
5. Select Create

Markets

1. From the navigation bar click on Markets
2. Select your preferred security from your securities list
3. Click Actions button on the right side
4. Select New Campaign
5. 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
6. Click Create

Alternatively, you can also

1. Click on My Account - and then select Company
2. From the tabs on the left, click on Campaign Monitoring
3. Click Actions button on the right side
4. Select New Campaign
5. 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
6. Click Create