Link an Existing Communication to a Campaign

It is possible to link an existing communication to an engagement plan directly from an engagement plan record.


  1.  Access the record of the desired campaign
  2. Open the “Engagements” tab
  3. Click on the “+” sign next to “Communications”
  4. Click on the “Select” field and type in the name or reference number of the communication to link to the campaign. A drop-down menu will appear with the most relevant result.
  5. Click on the communication that applies
  6. Save

Note: If the communication does not exist, it is possible to create it directly from the campaign record by clicking on the “Add” button in the drop-down menu. The newly created communication will automatically be linked to the open campaign.

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