How to Group Users into Teams and Add Teams to a Campaign

Overview

1. Publisher allows you to group users into teams
2. Once a team has been set up, you can then add that team to a campaign
3. This ensures that the team receives all relevant campaigns notifications

How to Create A Team
Hover your cursor over the profile icon, a drop-down menu should appear under the icon and at the bottom of the menu there should be an option to 'Manage People & Teams'.

Once the 'Manage People & Teams' option has been selected, the 'People & Teams' homepage will appear.

On this homepage you will see a 'Start Team' button on the right side of the screen.



Once you click 'Start Team', a 'Team Profile' page will appear. You'll be asked to provide a few details for this new team such as the Team's name, buyers and purpose. 

On the right side of the profile is where you can invite people to this team, however, please note you can only invite people who have already registered with an account.



Where To Access The 'Add Teams/People Feature'
To add a team to a campaign simply select the campaign and go to the profile icon (below).

At the top of the drop-down menu, what should appear is the 'Add People/Teams' option that is next to the number of listed campaign members, as seen in the example below.



How To Invite An Existing Team
When the 'Add People/Teams' option is selected in the drop-down menu, a pop-up window titled 'Share with People/Teams' will appear. This pop-up window will allow the admin user to invite existing teams to the campaign. 

When you're satisfied with the selection of teams, press send and, this will notify the new team members about being subscribed to the campaign.