Method 1 - From the HUB

(best when adding a single person to an AMC)

1. Go to the HUB page:

2. In the inbox, simply click the search icon and search for their name of the person you want to add to this AMC.

3. You will now see that person you searched for on the left. Click to choose the contact to add to the campaign:

4. Now, on the right side of the screen, you will see an option to "edit" the Automated campaigns they are in. click "edit":

5. Check next to the campaign you want to add them to, and then click "confirm"

6. The scheduled messages associated with that AMC will now be added to that contact, and you will see them in the AMC on the right.

Method 2 - From the Campaigns page:

(best when adding multiple people to the AMC)

Preparation: Go to your Campaigns page:

Find the relevant campaign. Then choose one of the following options.:

Option 1 - You already know the person is in the database

Step 1: Click on the Add People icon (which is a person with a ‘+’ sign next to it). The Add Contacts to this Scheduled Message box will open. 

Step 2: Search for people via a name, phone number or group. Once the person is found and appears on the left hand side of the box, click on that person to put him or her on the add list on the right-hand side. 

Step 3: When you are finished selecting people, click on Add to add them into your AMC.

Option 2 - This is a brand new contact, not in the database yet

Step 1: For new phone numbers of people not yet in the system, begin as Option 1 to reach the Add Contacts to this Scheduled Message box. 

Step 2: Type in the person’s phone number on the left-hand side of the box and you will see blank fields to add their information.

Step 3: Then complete the form with the person’s first and last names and click "add contact".

They will be added to the database and to the "Right side" of the screen. Continue on adding more people, or click "add" if you are finished adding people.

Method 3 -  From the AMC's details page

(best when adding multiple people to the AMC)

Step 1: In the Campaigns page, find the AMC and click the "view" icon to go to the AMC's Details page.

Click on Add Contacts to this Campaign (found in the upper right of the page).

You will arrive at the Add Contacts to this Scheduled Message box. 

Step 2: Continue as in Options 1 or 2 above.   

For more info on how to REMOVE people from an AMC, click HERE.

  

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