Creating a New Campaign in Salesforce | Scribe

    Creating a New Campaign in Salesforce

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    • 27 seconds
    Click "Campaigns"
    Click "New" *Note: you must be a Marketing User with the correct permissions to create and manage campaigns.*
    Click the "Campaign Name\*" field and name your campaign.
    Select the Type of campaign.
    Click the "Active" field.
    Click the "Start Date" field.
    Click the "End Date" field.
    Click "Save"
    Click "Related"
    Click "Add Contacts"
    Here you can add Leads or Contacts to the campaign.
    Click "Next"
    Click "Submit"
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