Assign and invite people to a Corporate Campaign

You can manually assign users to participate in a Corporate Campaign and automate the invitation process.

Manually assigning users to a Corporate Campaign

You can manually assign users as participants in a Corporate Campaign in either of these ways:
  • When you create a Corporate Campaign, you can select participants through the Corporate Campaign wizard.

    Assigning field marketers to the Corporate Campaign is automated through the Notify Field Marketer task in the workflow.

  • You can view and assign Corporate Campaign participants from the People tab of a Corporate Campaign after you create the Corporate Campaign.

You can assign participants as individuals, or by role. When you assign participants by role, you can assign an entire group of field marketers to participate in a Corporate Campaign at once.

Automatically inviting field marketers to a Corporate Campaign

You can automate the field marketer invitation process by using one of two tasks in the Corporate Campaign workflow:

  • Notify Field Marketer task
  • Subscription task
Note: If you are manually inviting field marketers, ensure that you do not include these tasks in Corporate Campaign workflow, so that field marketers do not receive automatic invitations.