Creating a Campaign Set
- From the Navigation panel, click on Administration then Campaign Set
- Click New
- Enter campaign set Name e.g. Back to school promotion
Check the applicable Person's roles email contact to extract for the campaign e.g. Sales, Primary Contact
- Optionally, check the applicable address type to extract for the campaign e.g. Postal
- Optionally, use the advanced feature, Card Filter, to include or exclude card from the extraction (please contact Readysell Support if assistance is required)
- Click on Save and Close