The Added to List trigger checks if somebody is added to a specific static Marketing List and may be used as an Entry Point Trigger or as an Internal Trigger. If this trigger is an entry point, any time a contact, lead, or account is added to the specified static-type marketing list, that contact or lead will enter the campaign automation.
Add the Trigger to a Campaign Automation
To add an Added to List Trigger to a Campaign Automation, click on the trigger icon in the sidebar and drag it onto the Campaign Automation Canvas.
Once the trigger has been added to the canvas, click on it and you will see the right panel change to show the properties of this trigger.
Display Name (required): Once you select a list the Display Name will change automatically to the name of that form. However, you may change it to whatever you would like.
The participant was added to the following Marketing List (required): Use the lookup to select an existing static-type marketing list. The trigger will run based on the list selected. Version 11.4 also allows marketing lists targeting accounts to be used.
NOTE: Dynamic Marketing Lists cannot be used with the Added to List Trigger.
Run on entire list: this will run everyone on the marketing list selected and those who are added after the Campaign Automation is published. This option is only available before the Campaign Automation is published; after the Campaign Automation is published, this option is no longer available to select. If Run on entire list is checked, once the Campaign Automation has been activated, this field as well as the Marketing List lookup field will be made read only.
If Run on entire list is not checked and you select a marketing list that already contains leads/contacts/accounts, the Campaign Automation will not run on the existing list members when it is published. The Campaign Automation will only run on members added to the list after it is published.
Trigger if participant is not in the list: When this option is enabled and a participant is added to the selected marketing list, the automation will only trigger if the participant was not already a member of the marketing list.
Trigger only once per: If enabled, then this option will only allow the same participant/email address to trigger this automation once every 24 hours based off of the selection in the drop-down menu. Otherwise, the participant/email address will be added to the automation again each time that they are added to the selected marketing list.
Note: A note is an option field for any details that need to be written about the trigger.
In this example, the trigger is set to run when a contact is added to the "Newsletter Contacts" marketing list. Because this is set up as an entry point, any time a contact is added to the "Newsletter Contacts" marketing list, the contact will enter this automation and the automation will begin to run for the added contact.
Adding Contacts/Leads/Accounts to a Marketing List
When adding contacts/leads/accounts to a marketing list to trigger a Campaign Automation, using CRM’s Add Members Using Advanced Find and/or Copy to Marketing List method can prevent Campaign Automations from executing on the contact/lead that was added to the list.
Note: When using an advanced find, you can use the Add only the selected members to the marketing list option, but if you use Add all the members returned by the search to the marketing list the associated Campaign Automation will not be triggered to run.
Additional methods that you can use to add contacts/leads/accounts to marketing lists which will trigger the Campaign Automations associated with the marketing list are listed below.
- Add marketing list members via Lookup
- Add marketing list members via running an Advanced Find then using the “Add to Marketing List” button on the Advanced Find Results page
- Add marketing list members via the “Add to Marketing List” action on web content records
- Add marketing list members to a static list using a workflow. You can see how to do so here.
- Add marketing list members using the ClickDimensions import tool.
Please note that any Leads or Contacts added to an Added to List Trigger's Marketing List while the Campaign Automation is paused will not result in the creation of a new Participant. In order for a Participant to be created, the Lead/Contact must be added to the Marketing List via a supported method while the Campaign Automation is running.
Re-adding a Contact/Lead/Account to a List
If a contact/lead/account who is already a participant in a Campaign Automation is re-added to the designated marketing list, either manually or through an automated process, the Added to List Trigger will create another instance of that lead or contact as a participant and run them through the Campaign Automation again.
This behavior applies if the contact/lead/account is already on the marketing list and re-added or if they are removed from the list and re-added. This behavior also applies if the Run on entire list option is checked. If that option is checked in the trigger, then if any contact/lead/account on the list at the time of the Campaign Automation being published is re-added to the list after the automation is published, they would be added to the automation again.
As of version 10.5, this trigger now includes a "Trigger if participant is not in the list" checkbox. When enabled, this option will change the behavior and will only trigger if the participant was not already in the list prior to being added.
|Feature Added: November 2015|
|Feature Updated: 11.4.0|
|ClickDimensions Version Needed: 7.0|