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 want 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.
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.
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).