Quick How To's

How to Schedule Adding Contacts to Campaigns

This walkthrough answers the questions: How do I schedule adding contacts to a course? How do I automate adding contacts to a campaign? Where do I go to schedule an automation that adds contacts to a campaign?

How to Schedule Adding Contacts to Campaigns

Step-by-Step Walkthrough

  1. Navigate to the Automations Page

  2. In the top right corner, select New Automation.

  3. Select Create on the card that says Add to Campaign.

  4. (Optional) If you want to know how this works, watch the video linked by the question mark next to Add to Campaign at the top of the page.

  5. Choose the group you want to apply this to. (In the example, "no one" is selected so it won’t run on anybody.)

  6. Select when the automation will start and how it will run.

  7. In the center of your screen, pick the campaign you want to add people to.

  8. Once done, select Review in the top right corner.

  9. You’ll see a list of people who will be added to the campaign under Contacts Affected.

  10. Review any other information in the center of the page where it says Add to Campaign.

  11. If everything looks good, select Launch in the top right corner.

  12. All your live campaigns will be visible on the automations page.


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