FAQs in this section
What is a Campaign?
What are Budget Cost and Actual Cost in Campaigns?
A campaign got canceled. How do I update it in the CRM?
What is the Expected Sales Count and Actual Sales Count in Campaigns?
How do I create a Campaign?
How do I duplicate a Campaign?
What does duplicating a Campaign mean?
How do I create new campaign types?
How do I create a Campaign using Quick Create?
How do I create new campaign types?
What are the Campaign types provided by Vtiger CRM by default?
How do you link Contacts to Campaigns?
Table of Contents
You can sync campaigns and contacts with your Mailchimp account. To do this, you must link contacts to a campaign in Vtiger.
- Log in to your CRM account.
- Click the Main Menu.
- Go to Marketing
- Select Campaigns.
- Open a campaign.
- Click the Person tab on the right sidebar.
- Link existing or create new contacts:
- Linking -
- Click the Link icon.
- Select multiple contacts by enabling the checkboxes when you hover on the left.
- Click the Link icon on the top right corner.
- Creating -
- Click the + icon.
- Fill out the mandatory fields.
- Click Save.
- Linking -
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