Add a marketing list, sales literature, or product to a campaign using in-app marketing
Add all items to the campaign that your organization needs in this marketing context. Usually you need to add marketing lists, but you might also want to refer campaigns to products and related campaigns, or you might want to add sales literature that documents sales procedures.
Add product list, product, or sales literature to a campaign
In the site map, select Marketing Lists.
Open a marketing list record, and then in the Campaigns area, open the campaign to which you want to add a list, product, or sales literature.
The following table shows what you need to do to add each type of item.
To add Do this A marketing list On the Related tab, select Target Marketing Lists, and then select Add Existing Marketing List. A product On the Related tab, select Target Products, and then select Add Existing Product. Sales literature On the Related tab, select Sales Literature, and then select Add Existing Sales Literature. A related campaign On the Related tab, select Related Campaigns, and then select Add Existing Campaign. Select the type of record you want in the Lookup Records panel. In the Look for records field, type the first few letters of the name of the record to narrow your search, and then select the Search icon
.
Select the records that you want to add in the list of records that appears, and then select Add.
Select Save or Save and Close.
Can't find the feature in your app?
There are a few possibilities:
- You don't have the necessary license to use this feature. Check out the comparison table and the licensing guide to see which features are available with your license.
- You don't have the necessary security role to use this feature.
- To configure or setup a feature, you need to have the Administration and customization roles
- To use sales-related features, you need to have the Primary sales roles
- Some tasks require specific Functional roles.
- Your administrator hasn't turned on the feature.
- Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps.
Related information
Get started with in-app marketing
Create a marketing list using in-app marketing
Create or edit a campaign using in-app marketing
Create a quick campaign using in-app marketing
Add an activity to a campaign using in-app marketing
Track a marketing campaign response using in-app marketing