How to Add or Remove Contacts From a Campaign?

A critical component of setting up a Campaign is choosing the audience. Campaigns are all about breaking your contact list into subsections/segments and targeting information to niches of clients and prospects. 

You can choose to enroll an individual contact, multiple contacts manually by beginning to type their name/email or choose from your segmented contact list(s). You can also add a contact that does not exist within your Contacts Dashboard by directly typing in their email address, this will also add the contact to your Contacts Dashboard.  

When creating a new Campaign, enrolling is the final step in the setup process, however, you can always save the Campaign and return to this step at a later date before setting it live. You must enroll contact(s) in order for the Campaign to be live. You can also revisit a live Campaign and enroll or remove contacts/ lists of contacts at any time. 

*Please note, the max recipient contact for a Campaign is 300 active emails. A unique contact will only be enrolled in one active Campaign at a time. If you attempt to enroll the same contact in a different Campaign you will be notified that the contact is already enrolled in an active Campaign. 

Adding a new contact(s) or list of contacts to a Live Campaign: 

Begin by heading to the Campaign Dashboard of your AdvisorStream account.

• Step 1: From the left side menu click My Campaigns.
• Step 2: Click View.
• Step 3: Type the name/ email address, or select from the Contact list(s) - max 300 contacts. 
• Step 4: Click the Enroll button and choose to send the first email within the Campaign now or delay it for the next available scheduled time. 

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Removing a contact(s) or list of contacts from a Live Campaign: 

Begin by heading to the Campaign Dashboard of your AdvisorStream account.

• Step 1: Click View on the Campaign you wish to update.
• Step 2: Select Active to see all contacts that are currently Enrolled in the Campaign.
• Step 3: Click on the name of the individual you wish to remove.
• Step 4: Click Actions on the right-hand side and select Cancel.
• Step 5: You will be asked to confirm to cancel the Campaign for the contact. Removing contacts can only be executed at the individual level and not an entire list(s). 
  *Note once canceled this action cannot be undone. If you cancel a contract and re-enroll them, they would begin at the beginning of the drip sequence. 

*The AdvisorStream Campaigns tool is available at an additional cost. To learn more Book a Call