Streamline your campaign set-up by converting an invoice workspace into a campaign.

Campaign audiences use the same filters available in the Invoices workspace. Instead of manually reapplying filters when setting up a campaign, you can save time by converting an existing workspace directly into a campaign.
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To do this, open the Invoices workspace you want to use, click the Action button, and select Convert into Campaign from the menu.

A modal window will open for you to enter a campaign name. Be sure to create a memorable campaign name so your team can easily recognize it in a campaign list.

Click Set-Up Campaign and you will navigate to the campaign set up page within the Campaigns module.

This will apply the current workspace filters to the new campaign audience automatically.

You can create your campaign as normal.

You can update your campaign audience by clicking Edit Audience and filter using the drawer. Or if you'd prefer, you can update the audience by previewing it in a workspace by selecting Audience Preview.

When you select Audience Preview, the system opens an invoices workspace in a new tab using the same filter set as the campaign. Modify your workspace and then select Save Audience Updates to update your campaign audience.

The workspaces tab will close and you'll be directed back to your campaign.