Campaign Automation: Decision Node

<< Manual Add Trigger Introduction Negative Path >>   The Decision Node is used in Campaign Automations to determine which path a participant (Lead or Contact in the Campaign Automation) will go down based on specified criteria. Interested in attending a live webinar about Campaign Automation? Click here to register! The Decision Node will automatically appear once you connect […]

Campaign Automation: Negative Path

<< Decision Node Introduction Send Email Action >>   All triggers (with the exception of Manual Add) in a Campaign Automation have the ability to check if the participant (Lead or Contact in the Campaign Automation) did not complete the trigger event within a certain amount of time. Interested in attending a live training webinar on Campaign […]

Campaign Automation: Send Email Action

<< Negative Path Introduction Add to List Action >>   The Send Email action is used in campaign automations to send a ClickDimensions email to an individual lead or contact that is in a campaign automation. Actions are located within a series. To learn more about series and actions, read this article. NOTE: The Send Email Action will check the values […]

Campaign Automation: Add To List Action

<< Send Email Action Introduction Remove from List Action >>   The Add to List action is used in Campaign Automations to add a participant (Lead or Contact in the Campaign Automation) to a static-type marketing list. Actions can be added to the canvas individually, or they can be included within Series blocks. To learn more about […]

Campaign Automation: Remove From List Action

<< Add to List Action Introduction Assign Owner Action >>   The Remove from List Action is used in Campaign Automations to remove a Lead or Contact in the automation from a static-type marketing list. Actions can be added to the canvas individually, or they can be included within Series. To learn more about series and actions, read […]

Campaign Automation: Assign Owner Action

<< Remove from List Action Introduction Notify User Action >>   The Assign Owner action is used in Campaign Automations to assign a Lead or Contact record to a CRM User or Team once they reach this action within the Campaign Automation.  Actions can be added to the canvas individually, or they can be included within Series. To learn […]

Campaign Automation: Send SMS Action

<< Campaign Response Action Introduction Wait Timer >> The Send SMS action is used in Campaign Automations to send an SMS (text) message to an individual Lead or Contact that is a participant within a campaign automation. Actions can be added to the canvas individually, or they can be included within a Series. To learn more about series […]

Campaign Automation: Notify User Action

<< Assign Owner Action Introduction Create CRM Task Action >>   The Notify User action is used in Campaign Automations to notify CRM Users when a Lead or Contact reaches that point in the automation. You can send a notification containing a custom message, and if the Notify User action follows a Submitted Form trigger, the notification will include […]

Campaign Automation: Create Task Activity Action

<< Notify User Introduction Workflow Action >>   The Create Task Activity Action is used in Campaign Automations to create a task in the Activities area of CRM. The task created will be regarding the Lead or Contact in the Campaign Automation. Actions can be added to the canvas individually, or they can be included within Series. To […]

Campaign Automation: Workflow Action

<< Create Task Activity Action Introduction Notify Team Action >>   The Workflow Action is used in Campaign Automations to run a CRM workflow on a Lead or Contact within the Campaign Automation. Actions can be added to the canvas individually, or they can be included within Series. To learn more about Series and Actions, read this […]