Introduction to Campaign Automation

Series, Actions, and Timers >> Campaign Automations allow you to set up dynamic paths for a contact or lead to follow based on actions taken by that contact or lead. For example, if the contact fills out a form you can send them an email then wait to see if they click on Link A […]

Campaign Automation: Series, Actions, and Timers

<< Intro. to Campaign Automation Introduction Submitted Form Trigger >> When building a Campaign Automation, once a participant (Lead or Contact in the Campaign Automation) completes a trigger, you will want to take action, whether it is sending an email to the participant, assigning the participant to a different user, notifying users, etc… All of this happens […]

Campaign Automation: Submitted Form Trigger

<< Series, Actions, and Timers Introduction Email Interaction Trigger >>   The Submitted Form trigger may be used as an Entry Point Trigger or as an Internal Trigger. If the trigger is an entry point and a contact or lead has filled out the selected form, the Campaign Automation will begin. Add a Submitted Form trigger to […]

Campaign Automation: Email Interaction Trigger

<< Submitted Form Trigger Introduction Added to List Trigger >>   The Email Interaction trigger may be used as an Entry Point Trigger or an Internal Trigger. If the trigger is an entry point an Email Send draft will be selected and then sent when the Campaign Automation is Published. It will then check to see which contacts […]

Campaign Automation: Submitted Survey Trigger

<< Submitted Subscription Trigger Introduction Email Interaction Trigger >>   The Submitted Survey trigger may be used as an Entry Point Trigger or as an Internal Trigger. If the trigger is an entry point and a contact or lead has submitted the selected survey, the Campaign Automation will begin. Add a Submitted Survey trigger to the canvas and click […]

Campaign Automation: Added to List Trigger

<< Email Interaction Trigger Introduction Remove from List Trigger >>   The Added to List trigger may be used as an Entry Point Trigger or as an Internal Trigger. If this trigger is an entry point, any time a contact or lead is added to the specified static-type marketing list, that contact or lead will enter the campaign automation. To […]

Campaign Automation: Removed from List Trigger

<< Added to List Trigger Introduction Manual Add Trigger >>   The Removed from List trigger may be used as an Entry Point Trigger or as an Internal Trigger. If this trigger is an entry point, any time a contact or lead is removed from the specified static-type marketing list, that contact or lead will enter the Campaign Automation. To use the […]

Campaign Automation: Manual Add Trigger

<< Added to List Trigger Introduction Registered for Event Trigger >>   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 […]

Campaign Automation: Registered for Event Trigger

<< Manual Add Trigger Introduction Attended Event Trigger >>   NOTE: This feature is only available for users of CRM 2013+. The Registered for Event trigger may be used as an Entry Point Trigger or as an Internal Trigger. If the trigger is an entry point and a contact or lead has registered for the selected event, the Campaign Automation will […]

Campaign Automation: Attended Event Trigger

<< Registered for Event Trigger Introduction Decision Nodes >>   The Attended Event trigger may be used as an Entry Point Trigger or as an Internal Trigger. NOTE: This feature is only available for users of CRM 2013+. If the trigger is an entry point and a contact or lead has attended the selected event, the Campaign Automation will […]