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 became a Closed Buyer.

• Example: A “Closed Buyer” campaign with a Closed Buyer stage trigger will launch for all contacts in your “Closed Buyer” stage, not just those who closed recently.

The campaign runs once per contact. It won't run again for that contact unless they move to a different stage and return later.

The campaign will stop if the contact moves to a different stage. This can be done in the campaign's settings "Always End Campaign - If the Relationship Changes".

To link a campaign to a stage, the stage campaign needs to be enabled for the specific Stage and Segment.

1.) Navigate to 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:

6.) After saving, you will see the trigger listed at the top of the campaign.