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FAQs
Q: How can I manually select which contacts to target with my Campaign?
A: Sending to an Object:
Send To: Choose Object
Object Type: Choose the Object to send to (most likely Contacts)
Records: Choose All Records to send this Campaign to ALL records within your CRM. Choose Selected Records to bring up an additional section for you to select individual contacts.
Select Records: This section appears when you select Selected Records in the option above. Search for contacts by name in the search bar, and click Filter to narrow down the list. Check the box next to each contact that you would like to send this Campaign to.
Email Fields: Select the CRM email field(s) that you would like to target for each selected record you’ve chosen.
Return Email Targets: Click this button once you have filled out each of the options above, and your targets will be selected for this Campaign!
Q: Can I use multiple queries as targets for my Campaign?
A: You are only able to select one Query at a time as the target for a Campaign. If you want to send the same message to multiple queries, you have two options:
Contact your CRM support team to create a new query that targets everyone you need, and use this query as the target for your Campaign.
Copy your Campaign, and change the Target for the new one.