Add to Campaign - Coconut Grid

Add selected records to a campaign directly from the data grid.

Add to Campaign

Create campaign members for selected rows.

1

Add to campaign

Add selected rows to a campaign.

Select one or more rows
Click the actions quick button Bulk → Add to Campaign
The Add to Campaign dialog opens

2

Enter campaign details

Enter the required fields.

Campaign - Target campaign
Member Status - Campaign member status
Click Add Campaign to add another row
Multiple campaigns can be specified

3

Save

Create campaign members.

Click Save
Campaign members are created for each selected row and campaign

Only Contacts and Leads are supported.