Adding notes to campaigns and programs

Notes can help you remember where you left off while working and alert colleagues as to the purpose of your campaign or program. You can create general campaign and program notes, as well as notes for a single step.

To add a note to a campaign or program:

  1. Open an existing multi-step campaign or program.
  2. Select your note destination.
    • To add a note to the entire campaign or program, click Notes , then click Add Note.
    • To add a note to a singe step, right-click the step to which you want to add a note, then click Add Note.
  3. Type your note content.
  4. Click Add Note to save.

Once your note is saved, click to edit or delete it. Notes can be edited or deleted by any user who has edit permission to the asset.

Related

Creating multi-step campaigns

Creating programs

Campaigns

Program Canvas