JUMP is a Campaign Action that allows you to place your prospects almost anywhere within an active campaign. This gives you the flexibility to send prospects through a campaign more than once and have prospects repeat certain Actions that you want them to instead of having to create a brand new campaign. In addition to being able to send prospects to a different flow, the JUMP Action enables you to send prospects to a particular Campaign Action.
Adding a JUMP Action to your campaign
While creating or editing a campaign, drag and drop the JUMP Action to wherever you would like to place it in your campaign.
Please note the following when adding a JUMP Action to your campaign:
- There must be a Wait Action between JUMP Actions.
- A JUMP Action can never jump to itself or to another JUMP Action.
- A JUMP Action can never jump to the START Action.
- A JUMP Action can never jump to a GO TO Action.
Next, select which Flow and Action that you want prospects to jump to. For example, in the screenshot below, we are setting up an Option to have prospects that have the field "Customer = TRUE" jump to a Flow that will send them a "Thank You" email after they have entered the 'Wait' Action and waited for the appropriate amount of time. All other prospects will jump to a Nurture Flow as dictated by the Default Option because they are NOT customers.
Note that with just a Default Option configured, ALL campaign members that reach the JUMP Action will be directed to the Flow and Action specified by the Matching Prospects Jump To drop-down menus. Therefore, to ensure that prospects who match a specific criteria are directed to a different Flow and Action, it is important to set up at least one Option within the JUMP Action.
To configure an Option:
- Double-click on the JUMP Action to open it.
- Click Add a Rule.
- Next to IF, click Add Condition to configure the search criteria that will be used as the rule for assigning specific prospects to this Action Option.
- Next to THEN, use the Jump matching prospects to menus to select the Flow and Action to which matching prospects should be directed to jump to.
- 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 a JUMP 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 prospect exactly matches one or more Options within one Action, the rule for the first matching Option will be applied. The prospect will be immediately released from the Action and jump to the selected Flow and Action.
OR
If a prospect does not match any Option while the Default Option is ENABLED, the prospect will immediately be released from the Action and jump to the Flow and Action selected in the Default Option.
OR
If a prospect does not match any Option while the Default Option is DISABLED, the prospect will immediately be released from the Action to continue through the current flow.
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 jumping'.
To configure the Default Option:
- Double-click on the JUMP Action to open it.
- Next to Jump prospects to, use the drop-down menus to select the Flow and Action to which prospects should jump to.
a. If you would like prospects to continue in the current flow, choose Primary from the drop-down menu.
b. If you would like to direct prospects to a different flow in your campaign, choose the Flow from the drop down. In order for Flows to become available for selection, you must first create them in the current campaign. - When finished, click Apply to retain your configuration settings.
Flexibility of the JUMP Action
The JUMP Action brings an extraordinary degree of flexibility and customization to DemandCenter campaigns. It’s also smart enough to know when something within the campaign has changed and function accordingly.
- If the Action that is being jumped to has moved, the JUMP Action still jumps to that Action at the new location, regardless of its new location in the flow.
- If the Action being jumped to was deleted from the campaign then the JUMP Action cannot perform the jump operation, so the prospect just moves onto the next Action in the flow.
Loops
Logic has been added to prevent prospects from getting into loops.
A loop is defined as the same prospect entering the same Action three times within a single processing cycle and three times within a five minute period.
If a loop is detected, the following things occur:
- The prospect in the loop is “Suspended” from further processing in this campaign. This means that it is ignored from any processing until the Administrator manually un-suspends the prospect. It remains at the same Action where it was suspended.
- If the number of prospects suspended in a campaign exceeds 10, an alert notification email is sent to the campaign owner and all account Admins.
- If the number of prospects suspended in a campaign exceeds 100, the campaign itself is suspended and cannot be restarted until the problem is corrected. A notification email is sent to the campaign owner and all account Admins.