This automation platform is in beta version, which means that it has gone through full testing of its functionalities. However, due to its complexity, it may still contain bugs in extreme scenarios. Please reach out to us via our support chat if you should encounter any.

NOTE: Custom campaigns are only available for Leads and Trials. It will be coming soon for Memberships. We thank you for your patience and understanding!

Set conditions for each custom campaign to add or remove leads to the campaign.

Add Leads to Campaign Conditions:

In Step 2 of the campaign, click the pencil icon to add or edit conditions.

You can click the green plus button to add new conditions or the red minus button to remove a condition.

You will select what you are conditioning: the lead status, program interest, or source.

Then you select the type with what you are conditioning.

For Lead Status, you will choose between: Active, Enrolled, or Not Interested leads.

For Lead Program Interest, you will choose between: Not Specified or the other programs you have added in Leads > Settings > Program Interest.

For Lead Source, you will choose between: Not Specified or the other programs you have added in Leads > Settings > Source.

You will then choose if the area you are conditioning is or is not conditioned with the type.

If you have more than one condition, you will have the option to have the campaign require all the conditions:

Or have it require one or the other condition:

In Step 3 of the campaign, when you had more than one email you can add conditions for the emails that follow the first.

You will need to have the "Send mails immediately" box unchecked to be able to add conditions.

Set the user email action.

Then the action step will be one of the emails prior to the next email.

You can add more conditions to these emails and have the conditions include only one or require all.

In Step 4 of the campaign, you can add conditions that remove the lead from the campaign.

Check the box to enable these conditions. And click the pencil icon to add or edit these conditions.

You will select what you are conditioning: the lead status, program interest, or source.

Then you select the type with what you are conditioning.

For Lead Status, you will choose between: Active, Enrolled, or Not Interested leads.

For Lead Program Interest, you will choose between: Not Specified or the other programs you have added in Leads > Settings > Program Interest.

For Lead Source, you will choose between: Not Specified or the other programs you have added in Leads > Settings > Source.

You will then choose if the area you are conditioning is or is not conditioned with the type.

If you have more than one condition, you will have the option to have the campaign require all the conditions.

Or have it require one or the other condition.

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