1. Access the Campaign Module: In the left-hand sidebar menu, locate and expand Campaign (PC760).
2. Open the Module: Click on Attach Customer To Campaign (PC763).
3. Select the Campaign: Use the Select Campaign dropdown menu to choose the specific campaign you wish to associate with customers.
4. Define Customer and Message Types:
   • Customer Type: Choose between External Upload CSV (to upload a specific list) or All Active (to select all currently active customers).
   • Message Type: Select either Promotional or Transactional based on the nature of your communication.
5. Set Preferences:
   • Check Preference: Select Yes if you want to respect customer/plan preferences regarding promotional materials. Select No to override these preferences and send the promotion to all customers.
6. Schedule: Set the desired Schedule Date for the campaign attachment.
7. Finalize: Click the Submit button to apply these settings to your selected campaign.

After submitting, you can monitor the progress of the batch records in the area provided at the bottom of the screen.