Contents:

• Overview
• Customization
• Email Notifications
• Summary

 

Overview

With the Add Campaign Member Node  you can automatically add routed Leads & Contacts to the appropriate Campaign and update Campaign Member Statuses.

 

Example: David is the LeanData administrator for Lighthouse Development. One of the requirements for the Router graph is to be able to add Leads to Campaigns to generate follow-up from their third-party marketing platform. Using the Add Campaign Member Node, he can route Leads and add them to a desired campaign at the same time.

 

Customization

You have a number of options to configure the node.

• Node Name
• Description
• Campaign
• Member Status
• Update Existing Campaign Member Status
• Email Notifications
• Advanced Settings

Please Note: LeanData Routing will not let you use an Add Campaign Member Node after a Convert Lead Node as the lead is now a Contact. If you need to use Add Campaign Member after a conversion, you will need to route the Contact through Contact Router and use the Add the Campaign Member in that Graph.

 

Node Name

By default, the Node Name is set to Add Campaign Member. You can change this label to anything you need. We strongly recommend giving this node a meaningful name.

Description
This field is not required but we recommend adding a description to document any customizations made to the node. If someone else needs to take over the management of the graph, the description will help them to understand the goal of the customizations.

Campaign

The Campaign section gives you the ability to select a Campaign to add the Lead to. Use the picklist to pick the Campaign to add the Lead to.

 

Member Status

The Member Status picklist allows you to select the Member Status for the Campaign when the Lead is added to the Campaign.

 

Update Existing Campaign Member Status

In addition to adding a Lead to a Campaign, you can update the existing status of a Campaign Member with the Add Campaign Member. If the Lead is already a member of the Campaign, you can choose to keep the existing status or to overwrite it with the status set in the Member Status section.

 

Email Notifications

The email notifications allow you to configure how the node can notify Users of either a successful operation or a failure. You can select an existing template or create a new message using Compose Email. To build a Success or Failure Notification you must:

• Pick the recipients
• Select an existing template or compose an email

Please Note: The only difference between the Success Notification and the Failure Notification is what triggers the message. If you wish to use both, you will need to configure both types of messages to send.

 

Email Recipients

Use these settings to select Users to send a message that the node operation was either a success or failure:

• Success Notifications: 
  • Use the Email Recipients section to pick the desired recipients of the notification.
    • New Owner - This option will send the notification to the new owner of the record.
    • Previous Owner - This option will send the notification to the previous owner of the record.
    • Email Addresses - This option will let you enter additional email addresses separated by a comma.
    • Additional Recipients - This option lets you send the notification to a User on the Lead or on the matched Account (if there is one previously matched in the graph).

 

Failure Notifications

• Use the Email Recipients section to pick the desired recipients of the notification.
  • Email Addresses - This option will let you enter additional email addresses separated by a comma.

 

Message

In the Message section you will create the email message that the node sends out. You have 2 options:

• Email Template - Use the email template option to select from your existing email templates in Salesforce.
• Compose Email - Use the compose email option to build an email notification using field(s) from the Owner, Routed Record, or a link to the audit log for the routed record.

Email Template

When you select the Email Template option, you will be asked to select the desired Salesforce Template. You cannot edit the message in LeanData. You can use the View Template link to view the selected template.

 

Compose Email

The Compose Email option allows you to create a new email message in the node. Use the Insert a Field picklist to add fields from the routed record to the message. 

 

You can insert fields from the routed record, matched record, or variables you defined previously in the graph. In addition to these values, you can also insert a link to the audit log for this specific routing action, or to the audit log for every action performed on this record in LeanData. When selecting your field to insert, select either Audit Log Link or Full Audit Log Link to include the Audit Log URL in your message.

 

Use the Insert Relative Date to add the date the record was routed or a set number of days After/Before the date the record was routed.

 

Advanced Settings

The Advanced Settings section gives you fallback options for the routed records and the ability to send the record to the next node of the graph as needed. 

Next Node: This option allows the record to be directed to another node in the Router graph after the Lead has been updated. This can include things like Converting the Lead into a Contact, Creating an Account, etc. You can also set this node to End of Flow. This will stop all LeanData actions at this node instead of sending it to another node.

 

Summary

The Add Campaign Member Node gives you the tools to add a Lead/Contact to a Campaign as part of the Lead router Graph. You can select the Campaign to add the Lead to and the status of the Campaign Member record. Additionally, you can update the status of the Campaign Member if they are already a member of the Campaign.

For more information on working with router graphs please see our Lead Routing Guide.