Entering Campaign Notes
A Campaign Notes modal displays in the lower right corner of each campaign details tab for users to enter additional information about the campaign. Campaign Notes are visible to any user with access to view the campaign.
Who can use this feature?
- Browser Users
- Users require a Campaign Manager license
- Marketing Users
Configuring Campaign Notes for
Marketing Users
To configure this feature, ensure Configuring Campaign Manager is complete.
Entering Campaign Notes as
Marketing Users
To enter campaign notes, expand the Campaing Notes window in the bottom right corner of the screen.
Enter line breaks and text formatting as needed.
The Save button is disabled until changes are made to the text field.
Select the modal header to collapse or expand the modal as needed. To view an extra-large version of the modal, select the expand icon in the text field.
Edit, delete, or enter additional text as needed.
