To associate a segment with a campaign
1.
On the Campaign Summary tab, click the Add/Remove Segments icon.
The Add/Remove Segments window appears.
2.
Select the segment you want to add:
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Click the folders to navigate through them until you locate the segment you want to add;
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Click Tree View/List View to change the segment list view, then navigating to the segment you want to add;
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Click Search to access the Search tab, where you can enter a name or description to find the segment you want to add.
3.
Select the segment(s) you want to add, and click >> to move them to the Included Segments list. You can select multiple segments using Shift+Click or Ctrl+Click.
4.
Click Save Changes when you have finished selecting segments to associate with this campaign.
The segments you added are listed on the Campaign Summary page under Relevant Segments.
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When you use the Select process to select customers in your campaign flowcharts, segments associated with your campaign will appear at the top of the list, making them easy to locate.
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