How to add Clients and Stakeholders to a Campaign

Navigate to Manage campaigns in the lefthand toolbar.

3.35.1 manage campaigns

On the Campaigns screen select the Campaign you want to provide access for. 

In the Campaign profile click on Campaign Setup.

3.35.2 campaign setup

On the Campaign Setup screen select the Client access tile.

3.35.3 client access

In the Client Access window use the search tool to Select a contact.

3.35.4 select a contact

When the Contact is selected click on + to save.

3.35.5 plus

Tip: the email address which appears on the Client Access screen below the Contact name is the email which the Contact will need to login to the Hire Insight Client Portal.

3.35.6 email

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