Adding Campaign Documents

You can create and attach documents related to a campaign to a Campaign record. Follow these steps to create a Campaign Document and link it to an existing campaign:

  1. Open a new record from the Campaign Documents service, which is located in the Campaign Management application by default.
  2. Enter name of the document in the Title field.
  3. Enter Description of the document.
  4. If the document uses a bulk messaging template, enter the name of the template in the Message Template field.
  5. Enter the document's current status in the Status field. Typical options include Drafted, On Hold, Planned, and Production Ready.
  6. Enter Document Type.
    • This field links to the Document Types service. 
  7. Save the record.

  8. Click the Attachments tab and add any document files to the record.
  9. Save and close the record.
  10. Open an existing campaign from the Campaigns Service.
  11. Click the Documents tab.
  12. Click the New icon in the sub-type toolbar to open a new record.
  13. Enter the name of the document in the Campaign Document field. Click OK.
    • The document is added to the campaign.


  14. Save and close the record.
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