Vidcalls

Go to Vidcalls.live | Admin Dashboard

Click on Campaigns

Under Departments Campaign

Click on Advisors

Click on Invite Team Members

<blockquote>NOTE: This is only advisors who have registered and not been added to campaign yet.Advisors must be added to the Departments campaign before being added to the segment.</blockquote>

This the list of Advisors available to add to the campaign

Click on Add to Campaign

Return to Campaigns tab

Click on Segments

<blockquote>Go to the segment you want to assign advisors to For our purposes we will use "Sales"</blockquote>

Here you will see the list of your segments

Click on dropdown trigger

Click on Add More Members

This is a list of available members who have not been assigned to that segment

<blockquote>For this example we'll use Lauren Smith</blockquote>

Select the advisor you wish to add to the Sales Segment

Click on Add to Segment

Click on Confirm

They are now added!

To view members in each segment

Click on dropdown trigger for segment whose member you want to view

Click on View Members

Here is the list of Sales Segment Members

And the  new member

TO VIEW CAMPAIGN MEMBERS

Here you can see all register advisors who have been added to the campaign

💡Note<blockquote>Removing members will only remove them from the campaign &amp; the campaign segment.This means they will no longer receive inbound customer meeting requests from the DEPARTMENT Meeting Campaign.They will still be registered as an advisor or seat under the account. To remove them completely see the "Advisor Guide"</blockquote>

You can also remove members as needed.

How to: Add a Advisor to your Campaign & Segment

Custom