Autopilot: Trigger - Salesforce Campaign Trigger
The Campaign Trigger allows you to add members of a Salesforce campaign to a Journey:
Select the campaign and the member status to target:
Next, pick from one of three options below:
- The first option adds members on the campaign with the selected status at the time of publishing the Journey.
- The second option adds members added to the campaign with the selected status in the future (i.e. after publishing the Journey).
- The third option adds (a) members on the campaign with the selected status at the time of publishing the Journey and (b) members added to the campaign with the selected status in the future (i.e. after publishing the Journey).
Finally, connect the trigger to an action (or a condition that flows into an action):
Please note that:
- Campaign membership and status' are synced every 10 minutes as part of the Salesforce sync. So please allow time for this when waiting for triggers to fire.
- If you're using Selective Sync, in order to ensure compliance with your sync criteria, this trigger will only add members that meet your sync criteria, even if they are on the campaign with the selected status. Please take this into account when using this trigger and consider modifying your sync criteria if necessary.