Associate Campaign with Customers

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< 1 min read

Where can I see if my Customers are associated with a campaign?

1. To see the campaigns associated with your Customer, go to the ‘Customers’ section.

saphyte customers tab

2. Choose the Customer profile under the Customers List. For easier search, you can use the ‘Search’ box. Enter either the code, name, phone number or email address to pull up the customer data, or just select the customer profile from the customers list.

saphyte customers list

3. Click on the ‘Campaigns’ tab. The ‘Campaigns’ tab will show you the list of Campaigns that are associated with your Customer. You can also identify if the Customer has been sourced from the tracking link associated with the campaign (through the UTM Code).

saphyte campaigns tab
saphyte campaign details