Mixmax Rules are a powerful tool to automate workflows in addition to the other functionalities Mixmax has to offer.
With Campaign Actions in Rules, users can automate the campaign workflow by creating Rules associated with sequences, such as creating a Campaign member when a new recipient is added to a specific sequence or updating a Campaign member status when the recipient exits a particular sequence. Before setting up Campaign Actions in a Rule, there are a few prerequisites users will need.
To create Rule Actions using Salesforce Campaigns, the following will need to be set up prior:
A user needs to be connected to Salesforce. If the user setting up the Campaigns rule is the rule owner, then it is required they are connected to Salesforce. If a Workspace Admin creates a Workspace Rule for Campaigns, the Workspace Admin and any other users to whom the Workspace Rule will apply must be connected to Salesforce.
A user needs to have the appropriate Salesforce permissions to the Campaign and Campaign Member Objects. Specifically, the permissions to read campaigns as well as read, create, and edit campaign members.
The Rule Trigger should be "Sequence". The Rule Action step will only display campaign object actions if the selected trigger has a sequence associated with it (i.e., the Rule Trigger "A recipient exits a sequence").
Setting Up Rule Actions
When users create or edit a rule, they can access the Salesforce rule action "Add/Update campaign member in Campaign."
After selecting this Action, the user will be taken to a view where they will be required to select a campaign to add the recipient to as a member (or to update the member if it already exists as part of the campaign).
Adding a campaign member will add the recipient as a member to your Salesforce campaign.
Updating a campaign member will update the current member in your Salesforce campaign.
1) Create a Campaign member when a new recipient is added to a specific sequence:
2) Update a campaign member status when the recipient exits a specific sequence:
How can I get this set up?
The Salesforce Sync User configured in Mixmax should have access to the Campaign and Campaign members objects in Salesforce and to all Campaign records.
If you are using or want to use Salesforce Real-Time Sync, your Workspace admin will need to install or upgrade the Real-Time Sync package we offer. See how to enable Real-Time Sync.
Once the above is completed, you can use the Rule Action "Add/Update Campaign Members."
What would happen if my Leads and/or Contacts do not exist in Salesforce when the rule is executed?
As described above in this article, the Lead or Contact should exist in Salesforce before adding your recipient as a Campaign member.
So, depending on the rule action configuration:
If you configured the rule action to automatically create a Contact or a Lead, this record will be created automatically and added as a campaign member to the predefined campaign.
However, if you configured the rule action not to create any Contact or Lead, the rule will fail since it cannot add any record in Salesforce as a campaign member.
What would happen if my campaign members already exist when the rule action is executed?
Duplicates will not be created. If you configured a different member status in your rule action, the corresponding campaign members will be updated with this status.
What would happen if I have custom values on the Campaign Member Status picklist field?
Mixmax will get all your picklist values for the rule action to be configured accordingly.
What if a campaign member status is renamed or added from Salesforce?
If a campaign member status is renamed or added from Salesforce, the Workspace admin should select the Get latest fields button.
After doing so, the campaign status should display the new name in the list of available statuses when creating a campaign rule.
Are there any limitations to the campaigns displayed on the campaign picklist?
A maximum number of 50 campaigns is displayed on the campaign picklist for campaigns starting with the same name. For example, if you have 51 campaigns starting with "Amazing …", only the first 50 will be displayed there.
How can I debug in case the rule action fails?
As with other rules, under the Rules Activity tab, you will find more information about the rule results on the message body of each rule activity log.