Adding Leads to Campaigns

This article will run through how to add leads to campaigns within your account.

Note: There are 2 ways you can add Campaigns against Leads in IREBDM.

Adding a Campaign – Individual Lead

1. Navigate to IRE BDM > Leads > Leads > Click on the lead you want to access.

2. On the edit lead page navigate to Campaigns tab > select add campaign.

3. Select the campaign to add > select the date to start > click Save.

• You will now see the campaign loaded against the lead and the next step of what is to be sent listed on screen.

Note: To cancel or hold a campaign change the campaign status from Active to unhold or cancelled.

On the Leads grid (IREBDM > Leads > Leads) you can see if a lead has been attached to a campaign and easily find all leads currently receiving a specific campaign by filtering.

Adding a Campaign to multiple Leads

1. Navigate to IREBDM > Leads > Leads, use page selector on the left hand side to select the leads to add a campaign to > pop up at the bottom > Select Campaign option.

2. Select the Campaign you would like to assign > Add to All.