Campaign Automation



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    Braylon Morrison

    Hello Bindu,


    Thank you for reaching out! We haven't seen any issues lately you.  I would recommend submitting a support ticket so that we can troubleshoot the issue.  

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    Chris Mallon

    This might be part of your problem. This issue has been around for quite sometime. I'm not sure why it can't be resolved.

    NOTE: ClickDimensions has become aware of a bug in Microsoft CRM that can prevent Campaign Automations from being executed against a record that is added to a marketing list using CRM’s “Add Members Using Advanced Find” and/or "Copy to Marketing List"method. If you choose "Add only the selected members to the marketing list" this will work. But if you choose "Add all the members returned by the search to the marketing list", it will not send the required message to CRM that is needed to trigger our nurture program. Microsoft is aware of this issue but has not provided an ETA on a fix. Meanwhile, the following methods of adding contacts or leads to marketing lists work fine to trigger the Campaign Automations associated with the marketing list:
    • Add marketing list members via Look-up
    • 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.
    NOTE: If a lead or contact 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.


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    Bindu B

    @Chris, Thank you Chris! No we were aware of the issue and have been adding records based on the note provided.

    @Braylon, I think this issue was there when the Click Dimensions server was down. Everything seems to be fine now.



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    We are experiencing this issue as well. 

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    Bindu B

    If a contact is added twice in the list at a later date, will the automation detect that the email was already send?

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