Assigning a campaign to a lead

The campaigns to which a lead is assigned may be viewed on the Summary tab of the Lead record.

Typically, a lead will be assigned a campaign as part of their self-registration. You may, however, also manually assign a campaign to a lead so that they may receive the post-registration reach-outs.

To assign a campaign to a lead:

1. Navigate to the Summary tab for the lead to whom you wish to assign the campaign.
2. Navigate within the tab to the Campaign Registrations section.
3. Click the Add Registration button.

4. Select the campaign you wish to assign from the drop-down list.
5. Click the button to commit the assignment, or to abort.