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 on: 11/07/2022