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 or Link B. If they click on Link A send them Email A, but if they click on Link B send them Email B.

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Navigate to Marketing > Marketing Automation > Campaign Automation.

Choose New.

This window will open where you will need to fill in a few fields.

Name [Required]: This is the name of the record as you will see it in CRM.

Campaign: You may choose a CRM Campaign here if desired. This will associate this record to that CRM Campaign.

Completed Instances: Number of instances of Contacts and Leads who have finished running through this Campaign Automation. This is a read only field that will automatically be filled in once the Campaign Automation has been published.

Owner [Required]: You will be the owner but you may change this if you’d like.

Status [Read Only]: This will change when the Campaign Automation is published, paused, or stopped from within the builder window.

After filling out any required fields, click Save.

Then click Open Builder.


Navigate to Marketing > Marketing Automation > Campaign Automation.

2011 Navigation Campaign Automation

Choose New.

New Campaign Automation Button 2011

This window will open where you will need to fill in a few fields.

2011 New Campaign Entity - empty

Name [Required]: This is the name of the record as you will see it in CRM.

Owner [Required]: You will be the owner but you may change this if you’d like.

Campaign: You may choose a CRM Campaign here if desired. This will associate this record to that CRM Campaign.

Completed Instances: Number of instances of Contacts and Leads who have finished running through this Campaign Automation. This is a read only field that will automatically be filled in once the Campaign Automation has been published.

Status [Read Only]: This will change when the Campaign Automation is published, paused, or stopped from within the builder window.

2011 New Campaign Entity - filled

After filling out any required fields, click Save.

Save Campaign Automation

Then click Open Builder.

Open Builder

You will now see the canvas where you will build your Campaign Automation.

blank CA canvas

On the right side there are Triggers and Series. Click and drag these onto the canvas.

CA canvas drag over series

Connect them together to make a path by clicking on the green dot on the right side of the trigger and dragging to the green dot on the left side of the series.

CA canvas connect trigger and series

You can create a Decision Node by connecting the trigger to multiple Series. This will allow you to choose a path based on something in the previous trigger, values of form fields for example.

CA canvas decision node

To learn more about all the pieces of the Campaign Automation builder see below.

Triggers

These are the different ways contacts/leads can be added to the Campaign Automation:

  1. Submitted Form
  2. Submitted Subscription
  3. Submitted Survey
  4. Email Interaction
  5. Added to List
  6. Removed from List
  7. Manual Add
  8. Registered for Event
  9. Attended Event

Series

Add a series of actions that will happen once a trigger has been completed. Click here to read more about series.

The individual actions include the following:

  1. Send Email
  2. Add to List
  3. Remove from List
  4. Assign Owner
  5. Notify User
  6. Create Task Activity
  7. Workflow
  8. Notify Team
  9. Campaign Response
  10. Send SMS
  11. Wait Timer
  12. Date Timer
  13. Statistics
  14. Participants
  15. Timeline
  16. Decision Node
  17. Negative Path

Feature Added: November 2015
Feature Updated: 8.6
ClickDimensions Version Need: 7.0
Series, Actions, and Timers >>