Account Routing - Add Account as Campaign Member Node Guide

Contents:

• Overview
• Enable Accounts as Campaign Members in Salesforce
• Customization
• Email Notifications
• Advanced Settings
• Summary

Overview

With the Add Campaign Member Node  you can automatically add Accounts to the appropriate Campaign and update any Campaign Member Statuses.

Example: Chris is the LeanData administrator for Ocean Development. One of the requirements to enable their Account-based motions is to automatically add Accounts to Salesforce Campaigns. Using the Add Campaign Member Node in Account Router, he can route Accounts and then add them to a desired Campaign when appropriate.

Enable Accounts as Campaign Members in Salesforce

In order to use this feature in LeanData Account Router, you must first Enable Accounts as Campaign Members in Salesforce.

From within Salesforce Setup, navigate to Feature Settings > Marketing > Accounts as Campaign Members.

Select the Enable option, then click Save.

Customization

You have a number of options to configure the node.

• Node Name
• Description
• Campaign
• Member Status
• Update Existing Campaign Member Status
• Email Notifications
• Advanced Settings

Node Name

By default, the Node Name is set to Add Campaign Member. You can change this label to anything you need. We strongly recommend giving this node a meaningful name.

Description
This field is not required but we recommend adding a description to document any customizations made to the node. If someone else needs to take over the management of the graph, the description will help them to understand the goal of the customizations.

Campaign

The Campaign section gives you the ability to select a Campaign to add the Account to. Use the picklist to pick a Campaign.

Member Status

The Member Status picklist allows you to select the Member Status for the Campaign Member when the Account is added to the Campaign.

Update Existing Campaign Member Status

In addition to adding an Account to a Campaign, you can update the existing status of a Campaign Member with the Add Campaign Member Node. If the Account is already a member of the Campaign, you can choose to keep the existing status or to overwrite it with the status set in the Member Status section.

Email Notifications

The email notifications allow you to configure how the node can notify Users of either a successful operation or a failure. You can select an existing template or create a new message using Compose Email. To build a Success or Failure Notification you must:

• Pick the recipients
• Select an existing template or compose an email

Please Note: The only difference between the Success Notification and the Failure Notification is what triggers the message. If you wish to use both, you will need to configure both types of messages to send.

Email Recipients

Use these settings to select Users to send a message that the node operation was either a success or failure:

• Success Notifications: 
  • Use the Email Recipients section to pick the desired recipients of the notification.
    • New Owner - This option will send the notification to the new owner of the record.
    • Previous Owner - This option will send the notification to the previous owner of the record.
    • Email Addresses - This option will let you enter additional email addresses separated by a comma.
    • Additional Recipients - This option lets you send the notification to a User on the Account or on a matched record (if there is one previously matched in the graph).

Failure Notifications

• Use the Email Recipients section to pick the desired recipients of the notification.
  • Email Addresses - This option will let you enter additional email addresses separated by a comma.

Message

In the Message section you will create the email message that the node sends out. You have 2 options:

• Email Template - Use the email template option to select from your existing email templates in Salesforce.
• Compose Email - Use the compose email option to build an email notification using field(s) from the Owner, Routed Record, or a link to the audit log for the routed record.

Email Template

When you select the Email Template option, you will be asked to select the desired Salesforce Template. You cannot edit the message in LeanData. You can use the View Template link to view the selected template.

Compose Email

The Compose Email option allows you to create a new email message in the node. Use the Insert a Field picklist to add fields from the routed record to the message. 

You can insert fields from the routed record, matched record, or variables you defined previously in the graph. In addition to these values, you can also insert a link to the audit log for this specific routing action, or to the audit log for every action performed on this record in LeanData. When selecting your field to insert, select either Audit Log Link or Full Audit Log Link to include the Audit Log URL in your message.

Use the Insert Relative Date to add the date the record was routed or a set number of days After/Before the date the record was routed.

Advanced Settings

The Advanced Settings section gives you fallback options for the routed records and the ability to send the record to the next node of the graph as needed. 

• Next Node: This option allows the record to be directed to another node in the Router graph after the Lead has been updated. This can include things like Updating a different field on the Account, or Assigning an Account Team Member. You can also set this edge to End of Flow. This will stop LeanData actions at this node instead of proceeding to another node.

Summary

The Add Campaign Member Node gives you the tools to add an Account to a Campaign as part of the Account Router Graph. You can select the Campaign to add the Account to and the status of the Campaign Member record. Additionally, you can update the status of the Campaign Member if the Account is already a member of the Campaign.

For more information on working with router graphs please see our Account Router Guide.