To react when information changes in a contact's record (for example a status that moves from "Prospect" to "Customer"), create an automated campaign with the Update scenario in Sarbacane Campaigns. As soon as a contact is added or modified and the chosen column takes the expected value, they receive your email or SMS, immediately or after the delay you set. The change can come from manual entry, an import, a Sarbacane Forms form, a connector or the API.
A Sarbacane Campaigns licence.
A contact list in Sarbacane Contacts, with the column to monitor (for example Status).
Email or SMS credits, depending on the message type.
On the Sarbacane Campaigns home page, in the Create new campaign block, click Create.
Under Automatic campaign, click Select.
Under Update, click Select. The scenario editor opens.
In the centre of the screen, in the Trigger block, open the list selector and choose your contact list.
In the top right of the Trigger block, click the gear icon. The Settings window opens.
In the scenario trigger rules, choose the column to monitor.
In the initial value field, choose the starting value: any value, not filled in, filled in with any value, or filled in with a specific value (then enter the value in the field to the right of the option).
In the expected value field, choose the value that triggers the sending in the same way. For example: filled in with a specific value, then "Customer".
To add a condition on another column, click Add a rule and repeat steps 6 to 8. The scenario is triggered only when all the rules are met.
At the bottom of the window, click the tick.
Below the trigger, click Add an action, then Add a message.
In the Add a message window, enter a name and choose Email or SMS.
Under Waiting delay, choose Immediately, or Add a waiting delay and enter the duration in hours or days. Then click the tick.
The templates page opens. Create the message content in the Message and Checks steps, as for an email campaign.
Important Only changes and additions made after activation trigger the sending. Contacts whose column already had the expected value before activation do not receive the message.
In the top right, click Activate the workflow.
The scenario is active. Every contact whose column takes the expected value receives the message after the chosen delay. To follow up with a second message, or to add the contacts to another list, click the ••• button below the message.
Check, in this order:
The scenario is activated (in My campaigns, a scenario that is not activated shows a deactivated status).
The change was made after activation.
The contact is in the list chosen in the Trigger block.
The value in the record is exactly the expected value (spelling, capital letters, spaces).
If you set an initial value, the contact had that value before the change.
All the rules are met, if there are several.
The contact is not in an opt-out list linked to the scenario (gear icon in the top right of the trigger) or in the bounce list (NPAI).
The waiting delay has passed.
If everything is correct, contact technical support.
The scenario is triggered every time the column takes the expected value again. For example, a contact moved from "Customer" back to "Prospect", then to "Customer" again, receives the message a second time. Check that no import, form or connector changes the column before setting it back to the expected value.
