Adding customers to a Corporate Campaign

Field marketers can add target customers to a proposed list for a Corporate Campaign to which they subscribe.

About this task

Corporate marketers may propose that the list targets previous customers, for example, while field marketers have new target customers in mind. Field marketers can filter their lists of personal contacts to select target customers to add.

When field marketers add customers to the proposed list for a corporate marketing campaign, they can select a set of customers with specific characteristics. For example, corporate marketers can allow field marketers to select from the following criteria when adding customers to a proposed list:
  • Name
  • Age
  • Income range