Setting up a trigger for a Campaign Member object – Outreach Support

Note: Feature(s) Pending Rollout

Features and functionality described on this page are part of our November 2024 release, which is rolling out to eligible customers November 14-December 5, 2024. See our Release Notes here to learn more.

Objective

This guide walks through setting up triggers on custom objects, specifically using the Campaign member object as an example. Triggers allow Outreach users to automate workflows based on specific events or changes within custom objects.

This trigger automatically adds prospects to a sequence when they are associated with a specific campaign.

Applies To

Outreach Admin

Before you begin

Prerequisites

Permission to create and configure triggers (set by an admin in Profiles)
A custom object (e.g. Campaign Member, Campaign, Case) is already defined in Outreach (see How to Create and Edit Custom Objects)
A CRM sync between the object in the CRM and the custom object in Outreach is already established (see Configuring Custom Objects CRM Sync)

Procedure

Add a trigger

Create an automation workflow based on the custom object.

Navigate to the Administration > Workflow & Automations > Triggers and click Add trigger.
Name your Trigger appropriately.

Set trigger event

In this step, you will configure the event(s) that activate the trigger.

Select the Campaign Member object as the trigger event.
Choose the specific event(s) that will activate the workflow. For example:
When a Campaign Member is Created: Trigger when a Campaign member record is synced into Outreach

Define trigger action settings

In this step, define what object the trigger will act upon. This could be either the source object (e.g., Campaign Member) or an associated object (e.g., Campaign or Prospect).

In this example, we will be targeting the associated Prospect.

Select trigger conditions

In the condition settings, you can specify that the trigger should run only when the associated campaign matches a specific campaign.

For example, configure the trigger to activate only when:

The Campaign equals "Q4 Product Launch Campaign"

This ensures that the workflow will only run when prospects engage with a particular campaign.

Select the trigger action

Once the trigger condition is met, define the action that should follow:

Add prospect into a sequence
Create a task associated with the prospect
Create or update a Campaign Member Record with relevant information.
Apply a tag or flag for further processing.

Once you have finished configuring your trigger, be sure to Save it.

Enable trigger

To enable the trigger:

Navigate to the Administration > Workflow & Automations > Triggers
Click the 3-dots menu next to your trigger and select Activate

Test your trigger

After configuring your workflow, it's important to test it to ensure everything works as expected:

Run a test by creating a new Campaign Member object record.
Verify the trigger activation and ensure the specified actions are executed. You can monitor this via the trigger activity feed, which can be accessed by clicking the activity icon located next to the ‘Owner’ field at the top of the trigger definition screen.

Notes:

For testing purposes, you can set the trigger event to ‘Updated’ with a ‘Run indefinitely’ frequency. This allows you to validate the trigger multiple times using the same prospect record, ensuring everything functions as expected.
When setting ‘Add to sequence’ as a trigger action, ensure that the selected sequence is active.

Additional Information