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Manage Your Recipients in Your Campaigns
Manage Your Recipients in Your Campaigns

Would you like to populate and manage the recipients for each campaign manually? Now you can easily do this with just a few clicks!

Barak Elisha avatar
Written by Barak Elisha
Updated over a week ago

Our "Manage Recipients" feature lets you include the people you want and customize your selection process. Here's how it works:

Step 1: Open the Campaigns Tab in Your Account

Open the "Campaigns" tab in your account. Once on this screen, you can start scrolling through your campaigns and selecting the one you want to edit. Just click the "Edit Campaign" button when you find the one you're looking for.

Step 2: Select the "Manually" Option

Once on the Recipients page, look for the "Manage Recipients" option and switch it to "Manually". Once the "Manually" option is selected, you can add or remove the employees on your recipient's list for this campaign.

Step 3: Select Specific Employees

You can now remove employees from your campaign manually. You can also add employees from the Add From People button.

Please note:

After selecting the "Manually" option, your employees won't get updated automatically from the People tab.

If you want to add employees to your campaign, you'll have to add them to the People tab and then add them to the campaign from the Add From People button.

Please note:

You can only add employees that are listed under the campaign's countries and audiences:

If you want to add employees from a different country or audience, you must add the country on the Country & Value section -> Save the new country -> Click again on the Edit Campaign -> Add the new employees from the Add From People button.

Now, you'll be able to selectively include the employees on your site, so you'll have a list tailored to your exact needs. Make sure to take full advantage of this great feature!

Return the Campaign to "Manage Recipients: Automatically"

You can quickly return the campaign to manage recipients automatically. All you need to do is to switch the Manage recipients to Automatically on the Recipient section.

Please note:

By switching from manually to automatically selected audiences, your manual selection process will no longer drive the campaign.

The campaign will pull the Recipients from the People tab based on the campaign's filters in the Country and Value section.

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