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Adding Campaign Documents to a Segment

Follow these steps if you want to add a Campaign Document to a Campaign Segment:

  1. Create a Campaign Document, if necessary.
    • See "Adding Campaign Documents" on for details.
  2. Open an existing Campaign Segment record.
  3. Click the Campaign Segment Documents tab.
  4. Click New icon in the sub-type toolbar to create a new record.
  5. Enter the name of the document in the Campaign Document field.
  6. Click OK.
    • The document is added to the Campaign Segment.

    Document Record Added to Campaign

  7. Save and close the record.
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