How do I trigger a campaign based on a stage?
Stage campaigns let you run a campaign while the contact is in the stage.
When you trigger a campaign based on a stage, it will start for any contacts currently in that stage — no matter when they were added. Once the campaign finishes, it won’t run again for that contact unless they move to a different stage and return later.
For example, if you create a “Closed Buyer” campaign, it will launch for all contacts in your “Closed Buyer” stage, not just those who closed recently.
For shared contacts, the campaign will only run for the assignee.
To link a campaign to a stage, the stage campaign needs to be enabled for the specific Stage and Segment.
1.) Tap on More and then tap on Settings.
2.) Under Customizations, tap on People and Companies to expand the menu. Then tap on the cog wheel next to the segment you want to enable stage campaigns for.
3.) Scroll down to the bottom of the settings for that segment.
Under Stage campaigns, toggle ON the stages you want to connect campaigns to.
4.) Return to the template library and tap on your campaign. Tap on "Add a Trigger" to set up the trigger.
5.) On the Campaign Triggers screen:
- Tap on "In a Stage".
- Tap on the Stage / Segment you want to trigger this campaign for.
- Tap on Save.
6.) After saving, you will see the trigger listed at the top of the campaign.
You will also see the campaign listed under the heading "Assist and Automations" in the folder "Stage Campaigns".
