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 & edit the program you want to update.
  2. In the Build tab, click Program flow.
  3. Click AutoProg_04.png Add new step where you'd like to insert an Add to Campaign step in your Automated Program.
  4. In the Add New Step dialog, select Add to Campaign:

Screen_Shot_2022-06-06_at_5.10.43_PM.png

  1. Provide a Step Name or keep the default name "Add to Salesforce Campaign":
    Screen_Shot_2022-06-06_at_5.12.49_PM.png
  2. 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
  3. 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
  4. Click Submit to save your new step.
The Add to Campaign step does not create a new segment in Act-On for contacts added to your Salesforce Campaign.
However, if you already have a segment set up for the campaign on your list, then the next time a sync happens, the contacts (if in that source list) are dropped into the campaign.

Source Lists: Non-CRM vs CRM 

  • When working with a non-CRM source list for an Automated Program, Act-On matches the records in the list against Salesforce via the email address.
    • If a match is found, Act-On adds them to the campaign. The record can be either a lead or contact.
    • If no match is found, Act-On creates a new lead record and adds them to the campaign.
  • When working with a CRM source list for an Automated Program, Act-On uses the external ID value to add them to the campaign (not the email address).

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