When using automation, 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:
- Start with the An account is created trigger.
- Add a Delay until an event happens step.
- Select A user is added to an account.
- Enter a time limit that will give you enough time to add a user to the account.
- Click Save.
- In the Event happened branch, add a Send a campaign to the account step.
- Select a campaign.
- 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.
