Add to Campaign is a Campaign Action that can be dragged into the campaign workspace for use in any campaign flow. When campaign members reach this Action, they will be added as a member of a specified campaign according to rules set by the campaign's creator.
Upon being added to a campaign, the prospect:
1. Remains a member of the original campaign and continues through the flow(s) as designed.
AND
2. Becomes a member in the second campaign, continuing independently through its campaign flow as designed.
NOTE - A campaign member that is added to a campaign of which they are already a member will not repeat the same campaign again.
An Add to Campaign Action will not work until you configure the Action's Properties. In Properties, you will be able to specify the Default Option as well as additional Options that will determine how the Add to Campaign Action will behave for different qualified prospects.
With just a Default Option configured, when campaign members reach the Add to Campaign Action in the campaign flow, they will automatically be added as members of the selected default campaign. After they are added to the default campaign, the prospects will immediately be released from the Action to continue through the original campaign flow. The behavior of the campaign to which prospects are added will be dictated by the rules and settings of that campaign.
To configure the Default Option:
- Drag the Add to Campaign Action into the campaign flow of your choice.
- Double-click to open the Action's Properties.
- Click on the text bar next to Add prospect to campaign and select the campaign to which prospects should be added when this Action is reached.
- When finished, click Apply to retain your configuration settings.
Along with the Default Option, you can also configure additional Options which can dictate how the Action will behave for different groups of prospects.
NOTE - When additional Options are used, the Default Option may be disabled by clicking on 'do the following' which will change to 'release the prospect from this action without adding to a campaign'.
To configure an additional Option:
- Drag the Add to Campaign Action into the campaign flow of your choice.
- Double-click to open the Action's Properties.
- Click on Add a Rule.
- Next to IF, click on Add Condition to choose the criteria for the Action to match on.
- Next to THEN Add prospect to campaign, click on the text bar and select the campaign to which prospects should be added when this Action is reached.
- Repeat steps 3-5 to configure additional Options as needed.
- When finished, click Apply to retain your configuration settings.
With additional Options in place, prospects that reach the Add to Campaign Action in the campaign flow will be evaluated by their prospect details (field data and activity history) against the criteria of the additional Options. Upon evaluation:
If a campaign member matches one or multiple Options within one Action, the rule for the first matching Option will be applied. The prospect will automatically be added to the specified campaign and be immediately released from the Action to continue through the campaign flow. Any other matching Option rules will NOT be applied.
OR
If a campaign member does not match any Option while the Default Option is ENABLED, the prospect will automatically be added to the campaign specified in the Default Option and be immediately released from the Action to continue through the campaign flow.
OR
If a campaign member does not match any Option while the Default Option is DISABLED, the prospect will not be added to a campaign and will immediately be released from the Action to continue through the campaign flow.