Use the Add to Campaign step in your Automated Programs to send records from Act-On to your Salesforce Campaigns.
Instructions
- Go to Automation > Automated Programs
- Hover over the Automated Program you'd like to update and click Edit
- In the Automated Journey Builder, go to the Program Flow tab
- Select where you'd like to insert an Add to Campaign step in your Automated Program, then click the plus icon to Add New Step
- In the pop-up menu, click Add to Campaign
- Provide a Step Name or keep the default name (Add to Salesforce Campaign)
- Under Select a Campaign to add members to:
- Select one of your existing Salesforce campaigns to send Act-On records to
OR - Create New Salesforce Campaign with records from this step – provide a Campaign Name and set up any Campaign Member statuses you'll need
- Select one of your existing Salesforce campaigns to send Act-On records to
- Under Set Campaign Member status to, select the status for contacts added to your Salesforce Campaign
- Click Submit to save your new step