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Adding Contacts to a Campaign
Adding Contacts to a Campaign

How to subscribe contacts to your automated follow up campaigns.

Wesley Rocha avatar
Written by Wesley Rocha
Updated over 5 years ago

There are 3 common methods to add/subscribe a contact to a campaign.

Adding a Contact Individually

  1. Go to Manage Leads/Contacts.

  2. Click on the name of the desired contact.

  3. Click on Assigned Campaigns.

  4. Select the Campaign you would like to add the contact to.

  5. Click to Save (the campaign will start for the contact as soon as they are added)

Adding Contacts in Bulk (Multiple)

  1. Go to Manage Leads/Contacts.

  2. Filter the contacts as desired.

  3. Select the contacts you want to add to your campaign, by checking the boxes, or using the option to Select All Contacts, or Select All Contacts on the Current Page.

  4. Click the Perform Action drop down.

  5. Select the option to Add to Campaign.

  6. If the number of contacts selected exceeds the limit to be sent at once, you will be required to "spread out your leads" using the LinkU Follow Up Assistant over multiple days. Otherwise, if you are sending less than the maximum allowed, you will have the option to add all the selected contacts at once.

  7. Select how many contacts should be triggered per day.

  8. Select the day you would like to start the campaign.

  9. Click to Add Contacts to Campaign.

Adding Contacts from the Campaign 

  1. Go to Manage Campaigns.

  2. Click Add Contacts for the Campaign you wish to add contacts to.

  3. Select the contacts you want to add to your campaign, by checking the boxes, or using the option to Select All Contacts, or Select All Contacts on the Current Page.

  4. Click the Perform Action drop down.

  5. Select the option to Add to Campaign.

  6. If the number of contacts selected exceeds the limit to be sent at once, you will be required to "spread out your leads" using the LinkU Follow Up Assistant over multiple days. Otherwise, if you are sending less than the maximum allowed, you will have the option to add all the selected contacts at once.

  7. Select how many contacts should be triggered per day.

  8. Select the day you would like to start the campaign.

  9. Click to Save Add Contacts to Campaign.

IMPORTANT! When you Add a Contact to a Campaign, this will START the campaign

Keep in mind the first event of that campaign and when it is scheduled to after a campaign starts.

For example, if the first event of your campaign is set to be sent 'Immediately', then the first event will be sent as soon as the campaign is started.

If the first event is set to '2 Days', then the first event will be sent 2 days from the day the campaign is started.
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​If certain events (i.e: text messages) are scheduled after regular business hours, then your campaign event may not send until the following day.

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