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Manually enroll a record into a campaign

Easily add individual contacts or properties to your active marketing campaigns

While Invelo allows you to automate marketing to large lists, there may be times when you want to manually enroll a single property or contact into a specific campaign. T

Sometimes you don’t want to wait for automated filters or batch uploads — you want to add a specific property or contact to a marketing campaign right now. Manual enrollment gives you that control, perfect for:

  • Testing your campaign setup

  • Re-engaging a specific lead

  • Adding a high-priority contact on the fly

Steps to manually enroll a record into a campaign

  1. Go to the single property or contact record view in your account.

  2. Click on the Manage button in the top-right corner.

    Screenshot 2025-05-14 at 1.08.13 PM

  3. Select Enroll into Campaign from the dropdown menu.

    Screenshot 2025-05-14 at 1.20.26 PM

  4. Choose the campaign you'd like to enroll the record into.

    Screenshot 2025-05-14 at 1.24.23 PM

  5. Confirm your selection by clicking Enroll—and you're all set!

Helpful tips

  • This doesn’t override automated audience filters.
    Even if the record wouldn’t normally match campaign criteria, manual enrollment forces it into the campaign.

  • You can enroll contacts or properties individually.
    If a record has multiple contacts, you can choose which one to add.

  • Send timing depends on the campaign’s schedule.
    Once enrolled, the record will follow the campaign’s send cadence (batch timing, delays, etc.).

Why manually enroll a record?

Manual enrollment is useful when you want to:

  • Test how a campaign message looks and performs
    Try a campaign on a small group before rolling it out to a larger audience.

  • Add a high-priority prospect immediately
    Your top targets shouldn’t have to wait for the next automated batch.

  • Re-add a record that may have been previously excluded
    (for example, after updating contact info or correcting filters)

Need support?

Manually enrolling records gives you greater control over your outreach strategy. If you run into issues or want help optimizing when and how you enroll records, our support team is ready to help — reach out via in-app chat or email support@inveloapp.com.