Home | Campaign Automation | Campaign Automation Series Endings: Completed vs. Trigger Achieved

Campaign Automation Series Endings: Completed vs. Trigger Achieved

Many ClickDimensions customers have already realized the benefits of using campaign automation to nurture their leads and customers. As the popularity of campaign automation increases, we get a lot of customers asking about different aspects of the campaign automation builder. One such question is: when you are building an automation, how do you determine whether you should end a series when it is completed or when a trigger is achieved?

That answer depends on whether you need people who achieve the trigger before the end of the series to still finish out the series or if you would like them to advance to the positive path as soon as the trigger event occurs. If the trigger is achieved before all the actions are completed and you have selected “It is completed,” it will finish all the actions and timers. If you selected “A trigger is achieved,” it will abandon the rest of the series items and go straight to the trigger.

The following scenarios outline the different outcomes when you chose a series to end when it is completed versus when the trigger is achieved.

1.Someone is in the middle of a series and sets off the trigger

a. It is completed – The participant will complete all actions and timers in the series and then proceed to the trigger and the positive path following it.
b. A trigger is achieved – The participant will immediately abandon any remaining actions and timers in the series and move to the trigger and the positive path following it.

2. Someone is finished with the series and sets off the trigger.

a. It is completed – The participant will move to the trigger and the positive path following it.
b. A trigger is achieved – The participant will move to the trigger and the positive path following it.

3. Someone is finished with the series and has not set off the trigger and there is a negative path.

a. It is completed – The participant will move to the trigger and the negative path following it.
b. A trigger is achieved – The participant will move to the trigger and the negative path following it.

4. Someone is finished with the series and has not set off the trigger and there is no negative path.

a. It is completed – The participant will stay in the series until they achieve the trigger. If they never achieve the trigger, they will stay in the series and never finish the campaign automation.
b. A trigger is achieved – The participant will stay in the series until they achieve the trigger. If they never achieve the trigger, they will stay in the series and never finish the campaign automation.

Happy Marketing!

Written by Julie Patrick, ClickDimensions Marketing Success Manager

About the Author:

mm
Julie Patrick is a Lead Marketing Success Manager at ClickDimensions.

Leave A Comment