Template Name
Start a Campaign When a Contact is Added to a Specific List.
Purpose
This automation simplifies the process of launching targeted marketing campaigns. When a new contact is added to a specified list in the CRM system, the automation triggers a corresponding campaign. This ensures timely and relevant engagement, boosting customer interactions and conversion rates.
How It Works
Trigger Event:
- The automation activates when a contact is added to a predefined list in your CRM system.
Campaign Launch:
- Upon trigger, a pre-selected marketing campaign is started for the new contact.
- Campaigns can be customized to match the lists purpose and audience.
Benefits
- Efficiency: Eliminates manual effort in launching campaigns.
- Timeliness: Ensures immediate follow-up with new contacts.
- Personalization: Enables targeted marketing by associating campaigns with specific lists.
Use Cases
- Lead Nurturing: Automatically send introductory content to new leads added to a prospect list.
- Customer Onboarding: Initiate welcome campaigns for new customers added to an onboarding list.
- Event Promotions: Trigger campaigns for contacts signing up for specific events.
Customizations
One possible customization is adding a tag on the contact after the email is sent out.
To do so:
- Add a new automation action by clicking on +.
- Update contact, then select this action.
- Look for the tags field.
- Then add your tag and hit enter.