How to Merge Direct Mail Campaigns

 

To Merge Marketing Campaigns:

  • Go into one of the campaigns.
  • "Select all" by clicking the top checkbox at the top of the list.
  • Click purple Actions button.
  • Choose "Copy to Another Campaign" or "Move to Another Campaign."
  • Select an existing campaign, or create a new campaign to move them to.

Note - Once you have exported a campaign, skip traced, or purchased postcards, the option to "move" the leads will no longer be available.  However you will be able to copy the leads to another campaign.

Need More Help? Submit a Ticket