How to add multiple contacts 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

How to add multiple contacts to a campaign

  1. Go to Sales & Marketing > Campaigns and search for the campaign where you want to add members.
  2. You can add members either by:
    • Click on the number link in Members column so you will see the edit members view or
    • Click on the campaign name and in the summary view click Edit members.
  3. Click on the show filters switch and change the view by to all active contacts.
  4. Click on the rows to select the ones you wish to add to the campaign.
  5. Click Add To Campaign and in the pop-up window click OK.
  6. Refresh the campaigns data table view to see changes.

Note: You can also remove members from a campaign in a similar manner by clicking Remove From Campaign.

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