Campaign Automation: Manual Add Trigger

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Adding the Manual Add trigger to your campaign automation will give you the ability to add a contact or lead to the campaign automation manually from the contact/lead record.

The Manual Add trigger can only be used as an Entry Point Trigger.

To use the Manual Add trigger, drag and drop it on the canvas and connect it to a series. To edit the Manual Add properties, click on the node.

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Display Name (Required): The display name is given a default name, however you can change it to whatever you like.

Notes: A note is an optional field for any details that need to be written about the trigger.

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To add a lead or contact to the automation manually, navigate to the contact/lead’s record. In the More Commands (this appears as an ellipses) menu on the Lead or Contact record, click on Run Campaign Automation.

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A lookup window will appear. In order to select the Campaign Automation, it must already be published and it must include the Manual Add trigger as at least one entry point triggers.  Select the Campaign Automation you want to run for the contact or lead, and click Run.

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A confirmation window will appear. Click OK to continue and run the automation for the contact/lead.

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Upon clicking in the canvas, you changes will be saved. To edit the node’s properties, simply click on the node and make any necessary changes.

Now connect the Manual Add trigger to at least one series.


Feature Added: November 2015
Feature Updated: 8.3.0
ClickDimensions Version Need: 7.0
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