The Science of Adaptive Marketing

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Campaign Flow PDF Print

Campaign Flow is a Native SF App for Predictive AM that takes advantage of Salesforce automation functions to automate the process of adding Leads and Contacts directly into a Campaign based on any combination of Field Values.

If you are tired of having to run and re-run reports over and over again over time to make sure you have all leads and contacts that match your report criteria are added to the campaign, then Campaign Flow is what you have been looking for.

  • Simplify the process of adding members to a campaign
  • Use field values to change member status in a campaign
  • Easily take advantage of Salesforce Triggers without having to write APEX code for Salesforce Professional and Above

 

Campaign Flow takes advantage or Native Salesforce automation functions to add Leads and Contacts to a campaign or change their Member Status within a campaign they are already in. In Campaign Flow you create a "Flow" for leads or contacts that is a set of field / operator / value criteria (much the same way you do in a custom report) that is then set to enroll them into a campaign or have the criteria match set their member status to a new value. It is like automating the process of running a report with defined criteria then adding those that match the criteria to a campaign.

You can create as many Flow as you like, and as soon as a lead or a contact match a Flow criteria, they become members of that designated campaign.

If you set the Instant Send value to True by checking a single check box, when a lead or contact is added to the campaign. the first email in that campaign will be sent without delay.


That's it. Simple and Effective.