Campaign Triggers and Actions

This information gives an overview of creating campaign triggers and actions.

• When creating a Trigger, you'll first have the option to create between a Lead Trigger or a Deal Trigger.
  
• After making your selection, you'll then choose the campaign event.
• When selecting 'Contact Created' you'll have multiple lead sources to choose from.
• Whereas when choosing 'Meeting State Change', you will select the desired Meeting State.
• Once Events are selected, click the 'Next' button to choose the trigger action.
• Use the dropdown to select your action.
• By choosing 'Set Deal Flow Stage', you'll be asked to select the Pipeline and the Pipeline Stage.
• Alternatively, by selecting 'Create Task', you'll have the option to input the Task Type, Assignee, and include any Attachments. 
• You can also choose whether or not you want the trigger to be delayed.
• Once making your selections, click 'Next' to review the overview of your Campaign Trigger.
• If all looks good, go ahead and click 'Create Trigger.'
• Once created, locate all Campaign Triggers in the dashboard.