How do you link Contacts to Campaigns?
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.
To learn about syncing campaigns and contacts with Mailchimp, click here.