Adding the Manual Add trigger to your campaign automation will give you the ability to add a contact/account to the campaign automation manually from a contact/account record. The Manual Add trigger can only be used as an Entry Point Trigger.
Goals
- Learn how to add a Manual Add Trigger to a Campaign Automation
- Learn how to set up a Manual Add Trigger's properties
Add the Trigger to a Campaign Automation
To add a Manual Add Trigger to a Campaign Automation, click on the trigger icon in the sidebar and drag in onto the Campaign Automation Canvas.
Trigger Properties
Once the trigger has been added to the canvas, click on it and you will see the right panel change to show the properties of this trigger.
Display Name (Required): The display name is given a default name, however you can change it to whatever you like.
Targeted At: This field lets you select whether it will allow Contact records or only Account records to be manually added to the automation.
Notes: A note is an optional field for any details that need to be written about the trigger.
Adding Participants Manually
To add a contact/account to the automation manually, navigate to the contact/account's record. In the More Commands (this appears as an ellipses) menu on the contact/account record, click on Run Campaign Automation.
A lookup window will appear. In order to select the Campaign Automation, it must already be published and it must include the Manual Add trigger as at least one entry point triggers. In addition, automations will only appear if the Manual Add trigger targets the selected record's type. For example, only automations that are published and have a Manual Add trigger targeting Accounts will appear when selecting Run Campaign Automation for an Account record.
Select the Campaign Automation you want to run for the contact/ account, and click Run.
A confirmation window will appear. Click OK to continue and run the automation for the contact.
Upon clicking in the canvas, your changes will be saved. To edit the node's properties, simply click on the node and make any necessary changes. Now connect the Manual Add trigger to at least one series.
| Feature Added: 2023.07 |
| Feature Updated: 2023.07 |
| Click Version Needed: 2023.07 |