Using the Field Updated Trigger, you can have a Campaign Automation run when a field on a contact/lead/account record is updated.
This feature does require that at least the 10.2 solution file be installed in your CRM. Due to the interactions with your CRM fields, this feature requires using a plugin which is available beginning with the 10.2 solution file.
Using the Trigger
Place the trigger in your Campaign Automation and then select which field(s) it should monitor. You can select multiple fields from the same entity type (contact/lead/account), including custom fields. (Lookup, calculated, and rollup fields are the only field types which will not be able to be used in this trigger.) The example below shows what you would see when selecting multiple fields from the Contact entity.
Once your field is selected, you can continue building your Campaign Automation. This can be a simple, linear setup which goes straight from the trigger to a single action or you can employ a decision node to determine which action should happen based on a field's value.
When using a decision node, the normal decision node rules apply as you set up your criteria.
However, you can rely on the decision node seeing the new values in your fields. So if one of your updated fields (from the trigger) is being checked in the decision node, it would check the newest value. That allows you to assign a new owner, add to a new marketing list, and more actions based on your contact/lead's updated fields.
When using multiple fields in this trigger, if any of the fields are changed on the contact/lead/account, that contact/lead/account will be added to the Campaign Automation. The trigger does not require all fields selected in the trigger to be changed—just one.
As of version 11.2, there is also a "Trigger only once per" field. 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, each update on the selected field(s) will add that participant/email address to the automation again.
How can I see which field changed on my contact/lead/account records to add them to the Campaign Automation?
If you have multiple fields that can trigger the Field Updated Trigger or you want to see who initiated the change in a field on your contact/lead records, you should enable CRM's auditing feature. It will show you when a field was updated as well as which user updated it.
Please be aware that if you don't have auditing enabled in your CRM, you will not be able to see past edits to your CRM records. As soon as auditing is enabled, it will begin to track changes made so you can see what instigated the change.
|Feature Added: February 2020 (version 10.2)|
|Feature Updated: 11.4|
|ClickDimensions Version Needed: 10.2|