Creating the Campaign Elements - Client Terms

Click on Manage campaigns in the lefthand toolbar.

3.42.1 manage campaigns

Select the Campaign to which you want to add Client terms.

Click on Campaign setup in the top righthand corner.

In the Setup section, click on the the Client terms tile.

3.42.4 client terms tile

With the Client terms popup open, navigate to your device's file storage system and select the terms file you want to upload.

Files can be dragged and dropped into the Client terms popup window. Or, click on "Click here to upload a contract"

Once the file is uploaded it will show in the Client terms popup window.

To view the Client term, click on the Documents tab.

3.42.6 docs tab

The Documents area will show all uploaded documents relating to the Client.

Click on the Client contract to open the document.

3.42.7 doucment area

We are continuously improving the Knowledge Base.