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Marketing > Campaigns > Managing Campaigns > Targeting Contacts for Campaigns

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 a contact, click the Remove link in the record row. This disassociates the records without deleting any records.
   • To add or remove multiple contacts at one time, click List Add to open the Search for a Contact window, and then do the following:
     • Select each of the contacts that you want to add.
     • Click the Remove link for any contact that you want to remove.
     • When you finish adding and removing contacts, click OK.

       For more information about searching for records in the Search for a Contact window, see Searching for Records in Lookup Windows.

       NOTE: The List Add feature does not support the creation of integration events through workflow actions. Similarly, the List Add feature does not support modification tracking. If your company needs to create integration events when campaign records are updated or needs to track run-time modifications to campaign records, then do not use the List Add feature. Instead, add the contacts to the campaign one by one.

3. Save the record.

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