Add advisors to meeting campaign

1. Go to Vidcalls.live | Admin Dashboard

2. Click on Campaigns

3. Under Departments Campaign

4. Click on Advisors

5. Click on Invite Team Members

6. This the list of Advisors available to add to the campaign

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.

7. Click on Add to Campaign

8. Return to Campaigns tab

9. Click on Segments

10. Here you will see the list of your segments

Go to the segment you want to assign advisors toFor our purposes we will use “Sales”

11. Click on dropdown trigger

12. Click on Add More Members

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

14. Select the advisor you wish to add to the Sales Segment

For this example we’ll use Lauren Smith

15. Click on Add to Segment

16. Click on Confirm

17. They are now added!

19. Click on Segments

18. To view members in each segment

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

21. Click on View Members

22. Here is the list of Sales Segment Members

23. And the new member

1. Return to “Campaign Tab”

2. Click on “Advisors”

3. Click on “View Members”

4. Now you can see all register advisors who have been added to the campaign

You can also remove members as needed.

💡 Removing members will only remove them from the campaign & 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”