Creating a Campaign Set

  1. From the Navigation panel, click on Administration then Campaign Set
  2. Click New
  3. Enter campaign set Name e.g. Back to school promotion
  4. Check the applicable Person's roles email contact to extract for the campaign e.g. Sales, Primary Contact

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  5. Optionally, check the applicable address type to extract for the campaign e.g. Postal
  6. Optionally, use the advanced feature, Card Filter, to include or exclude card from the extraction (please contact Readysell Support if assistance is required) 
  7. Click on Save and Close