Associate Campaign with Prospects

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

1. To see the campaigns associated with your Prospect, go to the ‘Prospects’ section.

saphyte prospects tab

2. Choose the Prospect profile under the Prospects List. For easier search, you can use the ‘Search’ box. Enter either the code, name, phone number or email address to pull up the prospect data. Or just select the prospect profile from the prospects list.

saphyte prospects list

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

saphyte campaigns