In campaign Contacts, you can identify the key players related to this campaign from both your company and the Advertiser. Contacts setup at the Advertiser will automatically populate this page
To setup Contacts,
Press the + add new link
Enter the email address for the contact. Press Next
Planner will search the Bionic records for a match.
If there is a match, you will be presented with the business card for that person.
Identify their role (Optional)
Flag as a Main Contact (Optional)
Press Confirm
If there is not a match, you will be asked to provide additional information
Complete as applicable and press Add
You can edit and remove contacts by using the Edit and Delete icons at the end of the line item for the respective contact. These icons appear when you hover over the contact line.
Next Step: Campaign Settings – Client Team
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