Getting Started with User Triggered Campaigns

A User Triggered campaign is a simple, easy-to-use campaign type that allows you to quickly add contacts to a drip campaign and easily remove contacts from existing drip campaigns. User triggered campaigns are a special type of drip campaign that is initiated by

Manually adding a contact from the contact edit screen
Adding a contact via the bulk contact edit (on the All Contacts screen)
Using one of the Add To Campaign workflow actions
Adding a contact(s) using the API


Contacts continue in a User Triggered campaign until they exit the workflow or are removed from the campaign via:

Manually removing a contact from the contact edit screen
Removing a contact via the bulk contact edit (on the All Contacts screen)
Using one of the Remove From Campaign workflow actions
Removing a contact(s) using the api

Creating a User Triggered campaign

Browse to Automation-Campaigns. If you have an ActiveDEMAND package that includes the drip campaign type, click the Drip Campaign create button:




After choosing an appropriate unique name for your campaign, choose 'User Triggered Campaign' as the starting step



Now you can create the sequence of actions/decisions that process this prospect.

Adding a contact to a User Triggered Campaigns

You can add contacts to a user-triggered campaign

From the contact edit screen
Using the bulk edit
Using the workflow action


1. Use the contact edit screen

Browse to the contact that you want to add to your campaign (via a report, list, or the all contacts screen). Click on Contact Details, find the 'User Triggered Campaigns' box. This will list all User Triggered campaigns this contact is currently in.




2. Use the bulk contact editor




Browse to the All Contacts screen (Contacts-All Contacts). Find the contacts that you want to add to a User Triggered campaign using a list/segment to filter or by searching for the contacts. Once you find the contacts, select the contacts that you want to add to a User Triggered campaign.
Click the Bulk Edit button that appears
select the 'Add To Campaign' dropdown. Select the campaign


3. Use the workflow action



In any workflow, you can use the 'add to campaign' workflow action to insert a person into a campaign as a part of the workflow. You can select any active user-triggered campaign in the drop-down.

Removing contacts from a User Triggered campaign

You can remove contacts from user triggered campaigns

Using the contact edit screen
Using the bulk edit
Using the workflow action


Use the contact edit screen

Browse to the contact that you want to add to your campaign (via a report, list, or the all contacts screen). Click on Contact Details, find the 'User Triggered Campaigns' box. This will list all User Triggered campaigns this contact is currently in. Click the 'x' to remove the person from the campaign




2. Use the bulk contact editor



Browse to the All Contacts screen (Contacts-All Contacts).
Find the contacts that you want to remove from a User Triggered campaign using a list/segment to filter or by searching for the contacts. Once you find the contacts, select the contacts that you want to remove from a User Triggered campaign.
Click the Bulk Edit button that appears
select the 'Remove From Campaign' dropdown. Select the campaign

3. Use the workflow action



In any workflow, you can use the 'Remove From campaign' workflow action to remove a person from a campaign as a part of the workflow. You can select any active user-triggered campaign in the dropdown.

Updated on: 25/09/2022