Create Campaigns in Campaign Manager

How to create a new campaign in Campaign Manager

The Campaign Manager lets you create lists of people or companies to target for your campaigns.

Choose Market from the menu at the top of the page, then Campaign Manager below.

Next, choose New Campaign. Enter a name and a description for your campaign, then choose which module you want to pull the campaign details from. When you're finished, click Next at the bottom of the page.

Now you can choose which details are relevant to your campaign. If you would like to include people's titles, for example, click Title in the left hand column then the > button in the middle. You can remove items from your campaign details too - just select from the right column then click < to remove a field.

Click Show Details at the bottom right-hand side of the page.

Importing Contacts or Candidates

The campaign panel will be empty initially - we need to add our target list to import the people. From the Recruiter drop-down menu at the bottom of the empty panel, choose which recruiter's list you'd like to use. Then choose the target list from the Search drop-down below. Lastly, click Import Search and those people will be added to your campaign.

The panel above will now display your campaign contacts. Your list is now ready to Export to HTML, Word, Excel, or CSV file.

You can continue to add people to your campaign each time you run it but importing new search results. You also have the option to Remove selected people, or Remove ALL.