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Targeting Contacts for Campaigns

You can select contacts that you want to target for a campaign.

NOTE: If your company uses Segmentation Wizard, a downloadable application that works between Oracle CRM On Demand and Excel, you can build target segments that filter records according to criteria from a number of record types. For information about how to download and use Segmentation Wizard, see Using Segmentation Wizard.

To target contacts for a campaign

  1. Select the campaign.

    For instructions on selecting campaigns, see Finding Records.

  2. On the Campaign Detail page, scroll down to the Recipients section and do the following:

    NOTE: If the Recipients section is not visible on the Campaign Detail page, click the Edit Layout link in the upper-right corner of the page, and add the Recipients section to your page layout. If the section is not available to add to your page layout, contact your company administrator.

    • To target contacts one by one, click Add.
    • To remove the contact, click the Remove link in the record row. This disassociates the records without deleting any records.
  3. Save the record.

To import contacts from a file, see Importing Your Data.


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.