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.
Goals
- Learn how to create a new Campaign Automation
- Famliarize yourself with the components of a Campaign Automation
- Dynamics 365
- CRM 2011
Create a New Campaign Automation
Navigate to ClickDimensions > 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.
Create a New Campaign Automation
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.
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.
After filling out any required fields, click Save, then click Open Builder.
You will now see the canvas where you will build your Campaign Automation.
On the right side there are Triggers, Actions, Timers, and Series. Click and drag these onto the canvas.
Connect them together to establish order 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 action, timer, or series.
You can create a Decision Node by connecting the trigger to multiple actions or series. This will allow you to choose a path based on field values of the Lead or Contact, or something in the previous trigger, such as values of form fields.
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:
- Submitted Form
- Submitted Subscription
- Submitted Survey
- Email Interaction
- Added to List
- Removed from List
- Manual Add
- Registered for Event
- Attended Event
Series
Add a series of actions that will happen once a trigger has been completed. Click here to read more about series.
Actions and Timers
The individual actions and timers include the following:
- Send Email
- Add to List
- Remove from List
- Assign Owner
- Notify User
- Create Task Activity
- Workflow
- Notify Team
- Campaign Response
- Send SMS
- Wait Timer
- Date Timer
- Statistics
- Participants
- Timeline
- Decision Node
- Negative Path
| Feature Added: November 2015 |
| Feature Updated: 9.2.0 (8.2.2 for CRM 2011) |
| ClickDimensions Version Needed: 7.0 |