About the Campaign Documents Form

This service tracks documents that are linked to Campaigns and Campaign Segments.

Attachments Tab

The campaign document and any other relevant file should be added to the record on this tab.

General Tab

Title (required)

The name of the document.

Description

A description of the document.

Message Template

See the Creating Message Templates and Composing a Bulk Message for Information on Message Templates in Aptify. The bulk messaging template that the document will use, if applicable. This field links to the specified Message Template record.

Status (required)

The status of the document. This field links to the Campaign Document Status Types service. See About the Campaign Document Status Types Form.

Document Type (required)

The name of the document's type. This field links to the Campaign Document Types service. See About the Campaign Document Types Form.

Related Topics

How to Use Campaign Management

Setting up a Campaign

Managing Campaigns and Prospects

Managing Campaigns and Orders