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Create a Custom Marketing Campaign Workflow

You can create your own Marketing Campaigns in Jungo as well. Begin by creating templates for each of the emails you want to send out as part of the Marketing Campaign. Then follow these steps below:
 
Part 1
 
First, you will need to add the option for the new Marketing Campaign to the drop down menu:
  1. Click on Your Name in the top right corner of the screen.
  2. Click on Setup.
  3. Click on Customize on the left under App Setup.
  4. Click on Customize your Contacts tab (or Contacts on the left).
  5. Click on Add a custom field to contacts (or Fields on the left).
  6. Scroll down to find Marketing Campaign, under Contact Custom Fields & Relationships.
  7. Click on Marketing Campaign.
  8. Under the Picklist section, you will see all the drop down options.
  9. To add a new Marketing Campaign, click the New button.
  10. Enter the name of the new Marketing Campaign in the box.
  11. Check the box next to Record Type Name.
  12. Click the Save button.
 
Part 2
 
Secondly, you will need to create a new workflow to send out the emails you created:
  1. Click on Create on the left under App Setup.
  2. Click on Customize your Workflow Rules (or Workflow & Approvals on the left).
  3. Click on Create and manage workflow rules (or Workflow Rules on the left).
  4. Click the Continue button if the Understanding Workflows page shows up.
  5. Click on the New Rule button.
  6. Choose Contact from the Select Object pull down menu.
  7. Click the Next button.
  8. Enter the Rule Name for your new Marketing Campaign.
  9. In the first Field pull down menu under Rule Criteria, select Marketing Campaign.
  10. In the Operator pull down menu, select Equals.
  11. Click the magnifying glass icon to the right of the Value box.
  12. Check the box next to your new Marketing Campaign.
  13. Click the Insert Selected button
  14. Click the Save & Next button.
Part 3
 
Lastly, you will need to add workflow actions and time triggers to schedule your emails to be sent out and tasks to be created.
 
To add a New Task to your workflow:
  1. Click on the Add Workflow Action button.
  2. Select New Task.
  3. Enter the name of the user who will be responsible for this task into the Assigned To box.
  4. Enter the Subject of the task for what you want displayed on your task list.
  5. Enter the Due Date for the task.
  • Choose Rule Trigger Date plus 0 number of days after the workflow is triggered.
  1. Under comments, you may enter more details or a phone script if needed.
  2. You can adjust the Status or Priority if needed.
  3. Click the Save button.
 
To add an Email to your workflow:
  1. Click on the Add Workflow Action button.
  2. Select New Email Alert.
  3. Enter the name of the name of the email alert in the Description box.
  4. Click the magnifying glass icon to the right of the Email Template box.
  5. Click on the Name of the desired Email Template.
  6. In the Recipient Type Search box, select Email Field.
  7. Add the desired email fields to the Selected Recipients box on the right.
  8. Click the Save button.
 
To add a Time Trigger to your workflow:
  1. Click on the Add Time Trigger button.
  2. Enter the time frame for this Time Trigger (example: 7 days after rule trigger date).
  3. Click the Save button.
  4. Now you can add Tasks and Emails to this Time Trigger.
Follow along on the video below to create your own campaign in Lightning!

Watch the video below to learn how to re-create a marketing campaign with a different frequency:

 

Recreate Marketing Campaign with Different Frequency from Jungo, Inc. on Vimeo.

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