Template Name
Start a Campaign When a Snapshot Report is Created or Refreshed.
Purpose
This automation streamlines the process of launching campaigns based on Snapshot Reports. When a Snapshot Report is created or refreshed, this automation triggers a pre-defined workflow to initiate an selected campaign efficiently.
How It Works
Trigger Event:
- The automation triggers when a Snapshot Report is either created or refreshed in your system.
Delay Period:
- A 25-hour delay is applied after the trigger event. This buffer ensures adequate time for the report preparation process to complete.
Campaign Launch:
- After the delay, the workflow initiates a campaign for the associated account.
- The automation uses a pre-selected Snapshot Campaign from your campaign library.
Benefits
- Efficiency: Automates campaign initiation, saving manual effort.
- Timeliness: The delay ensures data readiness before campaign launch.
- Customizability: Supports selection of tailored campaigns to fit different account needs.
Use Cases
- Sales Enablement: Automatically follow up with a targeted campaign after generating a Snapshot report.
Ways to customize this template
- Once you've copied the template, you can customize it to suit your needs.
- For example, add a 'Delay until an event happens' step to monitor certain email events like clicks, opens, bounces etc. to either create tasks, add tags, adding the account to a list and much more.