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Creating a campaign is similar to creating a record, if you= are unsure of how to create a record, please refer to the video tutorial o= n Creating a Record. Once t= he Campaign has been created, you may start to add various metrics, as seen= in the section on Campaign Performance Metrics. You can also add Leads or = Contacts that you are marketing to. To add Leads and/or Contacts to the cam= paign, first select your filter using the dropdown from the Leads or Contac= ts section of the campaign and select to 'Load List'.
If you do not have a filter created, please view the video on Creating Filters. Individual Leads an= d Contacts can also be added by choosing the 'Select' button in the appropr= iate Lead or Contact section. The user also has the option to create record= s to add to a campaign on the fly. To create Leads or Contacts on the fly t= o add to a campaign, select the 'Add New' button in the appropriate Lead or= Contact section. The user can also use the 'Find Existing' button to= add existing Leads individually.