Campaigns are an effective way to help patients and members stay engaged with their
care team and stick with their care plans. Identify a group of people who share a need, and then
assign them to a campaign.
Required Editions
|
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Health
Cloud
|
| User Permissions
Needed |
| To view campaigns: |
Read on campaigns |
| To customize type values: |
Edit on campaigns
AND
Marketing User checked in your user information
|
-
To add a single person to a campaign, open their record and click Add to
Campaign.
-
To add multiple people to a campaign, select the people you want to add from the
campaign record.
A record of being added to the campaign appears on the person's timeline.
