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 & edit the program you'd like to update.
- In the Build tab, click Program flow.
- Click Add new step where you'd like to insert an Add to Campaign step in your Automated Program.
- In the Add New Step dialog, select 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.