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Campaign Settings – Contacts

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

 CampaignSettingsContacts.png

 

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 – Currency

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