Add contact to a campaign – PlanMill Help – PlanMill is a SaaS and On-premise ERP for professional service business. This site is for users, administrators and partners

Add contact to a campaign

  1. Go to Sales & Marketing > Contacts.
  2. Select a contact.
  3. In the summary page, click Edit.
  4. In the Campaigns category, start writing the campaign name and select correct campaign in the field.
  5. When ready, go to the toolbar above and click Save.

A contact can belong to many campaings. If a contact is connected to a campaign more than once but uses the same e-mail address in all contact information details, that person will receive the same promotional e-mail only once.

Note: The campaigns module is required to be able to add a contact to a campaign.

You can also add several contacts at once to a campaign. See How to add multiple contacts to a campaign for guidelines.

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