Campaign Notes and Files
You can enter notes and attach files to marketing campaigns.
To add a note to a campaign:
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Open a campaign record.
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Click Create New > Note.
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In the New Note popup window, enter a title for this note.
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Select the type of note to attach.
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In the Direction field, select whether the note originates within your company or from outside your company.
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Change the date and time for this note, if necessary.
The current date and time appear, by default.
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In the Memo field, enter the note.
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Click Save.
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Repeat these steps for each note you want to document.
To attach a file to a campaign:
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Open a campaign record.
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Click Create New > File.
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In the Attach From field, select the source of this file.
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Select the folder you want to store this file in.
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If the file source is the web, enter the URL of the file in the URL field.
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If the file source is your computer, click Browse next to the Select File field.
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If you want to set file encoding, select the encoding in the Character Encoding field.
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If you want this file accessible to those without login access to your account, check the Available Without Login box.
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Repeat these steps for each file you want to attach.
Files you associate with a campaign are not sent as attachments with email campaign events.