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Associate a Lead with a Campaign

  • In order to associate a Lead with one or more Campaigns, click on the Leads & Visitors tab on the left and then on the Leads link. All of your leads are displayed in the Leads table. Note that you can sort the Leads table by clicking on the column names. You can also search for a lead by entering the name into the Filter text field and hitting “return” on your keyboard.

  • Once you have found the right Lead, click on the “Edit” link in the Actions column. The Edit section will appear, and here you will see an overview of your Lead’s information including one or more drop-down lists specifying the selected Campaigns.

  • To add a Campaign, just click “+Add Campaign” and select a value from the drop-down box”.

  • Once you’re done, click “Save Changes”.