Campaign Automation

When using automations, it's common to create a workflow that sends a campaign to an account as soon as the account is created. However, this workflow will fail since an account must have a user in order to receive the campaign. To help send your email campaigns successfully to new accounts, you can add a step to wait until a user is associated with an account. 

To send a campaign to a new account, we recommend these steps:

  1. Start with the An account is created trigger.
  2. Add a Delay step.
    1. Enter a time limit that will give you enough time to add a user to the account.
    2. Click Save.
  3. In the Event Happened branch, add a Send a campaign to the account step.
    1. Select a campaign.
    2. Click Save.

With this workflow, the campaign will only be sent once an account has a user. 

Note: You'll need to manually add a user to an account after the account is created. Make sure the time limit is long enough for you to add the user.

 

 

 

Create an automation

 

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