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Lead Liaison provides comprehensive support for Salesforce.com (SFDC) Campaigns within our Automation capabilities. Marketers can use SFDC Campaign information when creating lead nurturing, lead scoring, lead grading programs or when building static or dynamic Segmentations. This added capability gives marketers unparalleled control over SFDC Campaign management allowing marketing and sales to effectively collaborate. Below is summary of Lead Liaison's support for SFDC Campaigns including new filters and actions.
- Criteria "Member of SFDC Campaign (Lead)"
- Criteria "Member of SFDC Campaign (Contact)"
- Future event/trigger "SFDC Campaign Status (Lead)"
- Future event/trigger "SFDC Campaign Status (Contact)"
- Criteria "SFDC Campaign Status Changed (Lead)"
- Criteria "SFDC Campaign Status Changed (Contact)"
- Action "Add to SFDC Campaign"
- Action "Change Status in SFDC Campaign"
SFDC Campaign Filters
Member of SFDC Campaign
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In the example directly below you'll see the operator value as "equals". In the field to the right, enter in a SFDC Campaign Status, such as "Invited". Lead Liaison will monitor Salesforce.com looking for leads that have a change in Campaign Status to the new value defined, in this case "Invited". To monitor specific SFDC Campaigns, and not all Campaigns, add the "Member of SFDC Campaign" filter criteria to your automation program.
To trigger a set of actions anytime a SFDC Campaign Status changes use the "not empty" operator and leave the field on the right side blank. Again, to only trigger actions for a specific SFDC Campaign add the "Member of SFDC Campaign" filter criteria to your automation program.
SFDC Campaign Actions
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