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Save a campaign request draft in Online Access

Draft and save campaign requests

Save a draft of a campaign request if you need to return and complete it at a later time.

Log in to Online Access and click Campaign Management on the left sidebar.

Log in to Online Access and click Campaign Management on the left sidebar.


Click the New Campaign Request button.

Click the New Campaign Request button.

 

Start filling out the Lead Generation Request Form. 

When you’re ready to save your progress, click the Save Draft button.

Progress is also saved between each step upon clicking the Next button. 

When you’re ready to save your progress, click the Save Draft button.

 

A banner will appear on the Campaign Management dashboard that shows how many drafts you currently have.

Use the banner link to navigate directly to the Draft Campaign Requests page. 

Use the banner link to navigate directly to the Draft Campaign Requests page. 

 

Resume a previously saved draft

From the Campaign Management tab, click Draft Campaign Requests.

From the Campaign Management tab, click Draft Campaign Requests.

Here you will find all of your previously saved drafts.

Click Continue on any draft to pick up where you left off.

Click Continue on any draft to pick up where you left off.


Continue filling out your request form and submit.

Once submitted, the previously saved campaign draft will be removed from the Draft Campaign Requests section.