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Switch Contact to new Campaign on Clickthrough
RSS Marketing |
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2 minutes
In the Automations Home page, click "ADD" to create a new Automation.
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Give your new Automation a name and click "ADD".
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Set the Automation Trigger as "New Clickthrough", and click "CONFIRM".
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Click the "+" icon to add the Next Step.
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The Next Step is to filter your campaigns to show just the one you are interested in. Click "Filter".
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Clicking "Filter" will display new options to find the Campaign you wish to automate. In the Object field select "Campaign".
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Setting the Object to "Campaign" will then display the Field option. Use the dropdowns to select "Campaign Name".
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Set the Operator to "Equal to".
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For the Value field, use the search to find your campaign. In this example the campaign name is "Summer Promotion 1".
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Next, click "+ AND" to select the "Campaign Stage" you want to automate.
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As with the Campaign filter, use the dropdowns to select your "Campaign Stage" to automate.
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Find the "Campaign Stage" from the dropdown list. In this example, the stage is called "Summer Promotion 1 Stage 1".
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Then click "CONFIRM"
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Next, click the "+" icon to set what you want to happen next.
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Click the "Action" options.
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Then select "+/- Contact to/from Campaign".
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Next, in the dropdown box select "Remove from".
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This will display new options. Use the dropdowns to select the "Campaign" and "Campaign Stage" you want to remove contacts from when the contact clicks through on an email link.
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Again you can use the search function to find the Campaign and Campaign Stage you want to automate.
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Next click "CONFIRM"
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