Add Records to Salesforce Campaigns from an Automated Program

  • Updated

Use the Add to Campaign step in your Automated Programs to send records from Act-On to your Salesforce Campaigns. 

Instructions

  1. Go to Automation > Automated Programs
  2. Hover over the Automated Program you'd like to update and click Edit
    Screen_Shot_2022-06-06_at_5.03.42_PM.png
  3. In the Automated Journey Builder, go to the Program Flow tab
    Screen_Shot_2022-06-06_at_5.07.42_PM.png
  4. 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
    Screen_Shot_2022-06-06_at_5.09.32_PM.png
  5. In the pop-up menu, click Add to Campaign
    Screen_Shot_2022-06-06_at_5.10.43_PM.png
  6. Provide a Step Name or keep the default name (Add to Salesforce Campaign)
    Screen_Shot_2022-06-06_at_5.12.49_PM.png
  7. 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
      Screen_Shot_2022-06-06_at_5.13.15_PM.png
  8. Under Set Campaign Member status to, select the status for contacts added to your Salesforce Campaign
    Screen_Shot_2022-06-06_at_5.13.39_PM.png
  9. Click Submit to save your new step

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