Campaign automations are great for automating marketing processes that dynamically adjust according to various factors. However, in certain situations, it is helpful to incorporate manual processes into your campaign automations.
For example, let's imagine that you have built a campaign automation for nurturing leads, and that it begins in the first series by notifying a salesperson whenever a lead submits your lead generation form.
As part of this campaign automation's first "Notify Salesperson" series, you want the salesperson to review the lead's information, reach out to the lead and then decide whether or not that lead needs to be nurtured further by continuing through the rest of the campaign automation. To incorporate this manual sales process into the campaign automation, you can either use a wait timer or you can pause the participant.
A wait timer can be inserted into any series, and will cause the lead or contact to wait at that step for a specified amount of time. In our example, a wait timer is used after a notify user action to give that user/salesperson time to contact the lead and determine whether they should continue through additional steps of the campaign automation.
If the salesperson needs more time to decide how to handle the lead, they can switch to the campaign automation builder's Participants tab and pause this lead's campaign automation instance.
Once a decision has been made, the lead's instance can be resumed or stopped from the Participants tab as appropriate. (Tip: include some text in your notify user action's message that reminds the salesperson to pause the lead's instance if they need more time to decide how to proceed with the lead.)
This is just one example; you can use these same features to incorporate manual processes, sales-related or otherwise, into your campaign automations.
Written by Weston Packard, ClickDimensions Senior Product Specialist