CampaignFlow in Lightning | Predictive Response
CampaignFlow in Lightning
CampaignFlow is a trigger based automation tool that adds leads or contacts to a campaign, and also allows for the modification of campaign member status. The trigger is lead or contact creation and/or a data field on a lead or contact record which is modified to match the criteria set in the CampaignFlow.
To create a new CampaignFlow from within the Campaign in Predictive Response:
Once the new CampaignFlow populates, complete the following fields:
- Name: Enter a unique name for easy reference.
- Campaign: Defaults to the open campaign, can be changed as needed.
- Description: Optional, can be used to describe the purpose of the flow.
- Active: Check to make the CampaignFlow active or uncheck to de-activate.
- Object: CampaignFlow can work with leads or contacts. If you require that it works with both, add two flows – one for leads and one for contacts.
- Condition Type: Choose OR/AND/Custom as desired.
- If the condition equals OR, then any of the values entered when matched will add the lead or contact to the campaign.
- If the condition equals AND, then all of the values entered have to match before the lead or contact is added to the campaign.
- If you choose the “custom” condition type you can use AND and OR criteria.
- Trigger Action: Options are ‘None’ or ‘InstantSend for Predictive.’
- If ‘InstantSend for Predictive’ is selected, once the member is added by the CampaignFlow, they will be synchronized and sent the active email edition immediately.
- If ‘None’ is selected, the member will be synchronized during the next manual or auto sync and be sent the email during the next scheduled send.
- Campaign Member Status: Use the picklist to select the new status for an existing campaign member or to add leads or contacts to the campaign with a specified status.
- Hours and Minutes: Used only when scheduling a CampaignFlow. See CampaignFlow Action Buttons ‘Schedule’ for more information on when to schedule a CampaignFlow. You can designate the hour and minutes that you want the CampaignFlow to run, once on a daily basis.
- Existing Lead/Contact: The flow will review changes to existing leads or contacts and trigger the action.
- New Lead/Contact: The flow will review the data entered for new leads or contacts and trigger the action.
- A flow can be used to add both new or existing leads/contacts – just check both boxes to enable this option.
- Change Status: Select this if your intent is to change the status of an existing campaign member.
- When you create a flow that changes member status, InstantSend is not utilized because that plugin is designed to send an email and changing the status does not involve that action. To make sure that Predictive knows that the campaign member status has changed, click the Auto Sync box on the campaign page. For more information how the synchronization process works, click here.
- Add Rule:
- Field: This displays all standard Salesforce and all custom fields available for the lead or contact record. The list is determined by the object selected for the flow. You can have up to 20 fields in your CampaignFlow.
- Operator: Select as needed.
- Value: Enter the value for the flow trigger. If using a lookup field (you will see a magnifying glass in the value field), you must pull in the value using the lookup, versus typing the value in the field.
Adding multiple values is possible by using a comma to separate the values. Lookup fields are exempt from this and must be entered in individual rows.
There are buttons displayed at the top of the CampaignFlow page that enable different actions.
- Save: Save your flow when you are done creating or modifying it.
- Cancel: Cancel changes.
- Delete: Delete the flow.
- Run Now: Use ‘Run Now’ to run CampaignFlow on all leads or contacts to see if they have data that matches your flow criteria. This is helpful if you have just created a flow or modified an existing flow.
- By selecting ‘run now’, you will be pulling in all existing leads or contacts that meet the CampaignFlow criteria. If you have a CampaignFlow that is set for only new contacts or leads then you will want to avoid running the CampaignFlow.
- Schedule: Scheduled flows are needed to trigger on any contact or lead date or formula fields. Data within a formula field is automatically updated by Salesforce based on the formula’s logic. Changes from these fields to the contact or lead record are not registered automatically by the CampaignFlow and must be scheduled.
- For example, you want to trigger an email 45 days before a contact’s renewal date. A formula field can automatically calculate this information but the contact record will not actually be changed. In this example, you would schedule your CampaignFlow so it will search for these formula and/or date field changes.
- A scheduled CampaignFlow will run once per day during the hours and minutes you select in the flow and register those automated changes from the formula or date field(s) that match the CampaignFlow criteria.
- By selecting ‘schedule’, you will be pulling in all existing leads or contacts that meet the CampaignFlow criteria. If you have a CampaignFlow that is set for only new contacts or leads then you will want to avoid running the CampaignFlow.
This CampaignFlow will add existing and new contacts to a campaign based on their mailing state of California.
This CampaignFlow will update Campaign Members’ status to completed if they’ve donated in 2018. Once completed they will no longer receive emails from the campaign.
- Find reports on CampaignFlow from the ‘CampaignFlow’ folder in the Reports tab in Salesforce
- From the ‘reporting’ tab in Salesforce under ‘all reports’
- See all CampaignFlows
- See scheduled CampaignFlows
- See Campaign Member information by CampaignFlow(s)