The Add to CRM step for Automated Programs allows the ability to send records from Act-On to Salesforce campaigns and with a set campaign status, or the creation of a new campaign with custom statuses.

To configure the step, first, add it to your program flow and select either an existing campaign or “Create New Salesforce Campaign” from the first drop-down menu:

Next, select the status you’d like to be set on entrants of this automated program when they are added to the campaign:

If you’re creating a new campaign, you can give it a name and then begin adding the possible statuses that members can have. You can also set one status as default, and mark certain statuses as “Responded”:

Finally, select the status you’d like to be set on entrants of this automated program when they are added to the campaign, as indicated previously.