How to Create a Basic Workflow in Campaign
This article helps you understand how to create and activate a campaign to automate processes, improve targeting, and enhance engagement. By following these steps, you will learn how to set up a campaign, define its purpose, add essential steps, and activate it successfully. Whether you're integrating with platforms like HubSpot or LinkedIn, this guide will walk you through the entire process effortlessly.
Getting Started with Campaign Creation
To begin, navigate to the Campaigns section from the main dashboard.
Click on the "Add Campaign" button to create a new campaign.
A pop-up window will appear. Enter a campaign name and a description to define your campaign's purpose. Click "Save" to proceed.
Understanding the Campaign Components
A campaign consists of three primary components:
Feeder: These steps bring contacts into the campaign.
Decisions: These steps evaluate contacts based on specific behaviors or attributes.
Actions: These steps perform tasks such as sending contacts to other platforms or adding them to a list.
Example: Creating a Sales Outreach Campaign Using HubSpot, Salesforce and LinkedIn
1. Adding Contacts to the Campaign
Select "Add from List" to bring contacts into the campaign.
Double-click the step and choose the desired contacts list from the dropdown menu.
Specify how often the list should be re-evaluated. Click "Save" to confirm.
2. Sending Contacts to HubSpot
Click on the "Send to HubSpot" step.
Connect this step to the previous one and double-click to open its settings. Select a pre-configured connection (ensure the connection is set up in advance).
You can either create a new list by clicking on "Create New" or select an existing list from the dropdown. Click "Save" to proceed.
3. Adding a Wait Step
To allow time for sales outreach, add a wait step to the workflow.
Double-click the delay step and enter a duration (e.g., 7 days). Click "Save" to confirm.
4. Checking Website Visits
Click on the "Has Visited our Website" step.
Double-click to open configuration and specify the minimum number of visits and the time frame (e.g., within the last 7 days). Click "Save" to proceed.
5. Creating a Lead in Salesforce
For users who visited the website, click on the "Create Lead in Salesforce" step.
Double-click the step and select the pre-configured connection from the dropdown. Click "Save" to add this action.
6. Creating a LinkedIn Task
For contacts who haven't visited the website, add a LinkedIn task step.
Double-click the step and select the task type from the dropdown.
Choose the "due on" date to specify the task's completion deadline. Click "Save" to confirm.
Finalizing and Activating the Campaign
Click on the "Fit View" button to adjust and display all steps on the screen.
When the campaign structure is complete, click "Save" to confirm the setup. Success message will appear.
Click "Activate" to start the campaign workflow.
Conclusion
By following these steps, you can effectively create, customize, and activate a campaign. This automated workflow saves time, ensures consistent engagement, and seamlessly integrates with platforms like HubSpot, LinkedIn, and Salesforce. Start building your campaigns today to streamline your marketing efforts and maximize efficiency!
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