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


Articles in this section

Was this article helpful?
0 out of 0 found this helpful