Populating a Campaign with Your Target Audience

Before sending a Campaign, you must first add the Contacts (recipients) to the Campaign.

To populate a Campaign with many contacts, we recommend working in the People Tab. If you do not have all of the Contacts in the Brandle Presence Manager, be sure to upload your contacts spreadsheet, complete with your desired Tags, before starting the process of populating your Campaign. Only an Administrator on your account has the ability to perform this action (not a general entity user).

• From the People/Contacts Tab select the contacts that you'd like to include in the Campaign. You can first filter the contact list by a Tag, or you can select individuals by checking the box beside their name. In the screenshot below, I first filtered on the Tag "=TeamBrandle", and then I checked the top check-box to include everyone that is in the filtered table. You can also check individual boxes before or after applying a tag filter.  

• From the Bulk Action menu, select "Add to Campaign" and click "Apply". (From this menu, you can also remove someone from a Campaign).

• From this modal, select the specific Campaign you are populating. I am populating the BrandPOPs_Tags Campaign that we've been working on. After selecting the Campaign, click "Update". (If you are removing people from a Campaign, you will do these same steps).

If you need to add people to the Campaign after it has already been activated (for example, you may want to include new hires in an employee Campaign), you have two options (after you have added the individuals to the Contacts table):

• Perform the same steps above and add the person to the Campaign from the People tab.
• Add a person from the Campaigns Tab by selecting the Campaign gear icon and choose Add User(s).

Brandle will automatically send the newly added contacts the Campaign email when you add them to the Campaign.

You can also remove people from the campaign following the steps above but choosing to Remove User(s).