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.

   

7. Save and close the record.