Enroll from the CRM

The prospecting flow is one way into a campaign. The other is your existing CRM data.

Steps

1. In the CRM, filter to the records you want — then save it as a view, so the same segment is repeatable.
2. Enroll the view into a campaign.
3. Drafting starts per record.

You're done when enrolled records show drafted touches in Tasks.

Gotchas

• Enrolling a view enrolls the records in it now, not a live subscription to the filter. Records added later do not join automatically.
• Records with thin history produce thin messages. If a segment has little logged activity, the drafts will show it.