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J
JDNelson1
Community Manager
October 7, 2015
Solved

Initial Batch for Smart Campaign

  • October 7, 2015
  • 1 reply
  • 2191 views

Sometimes I activate something after the fact and I end up setting up a trigger sc to monitor moving forward, but it would be nice if I could include some criteria for the initial activation that would run some leads through the same sc flow. Somewhat like setting up a filter in Gmail; when you activate it it asks if you want to include the existing matches from your inbox as well...   @Gregoire Michel​

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Best answer by Kenny_Elkington

Not quite exactly what you're asking for, but you can run a batch with your criteria, then swap your activity filter for the matching trigger and then activate it.

1 reply

Grégoire_Miche2
Grégoire_Miche2
New Participant
October 7, 2015

HI JD,

YOu can do this simply :

  1. add a "Campaign is requested" trigger to your Trigger smart campaign and make sure the SC is activated
  2. Create a batch campaign. Set the filters to select all the leads you want to process from the past. In the flow, add a "request campaign" and select the trigger campaign above
  3. Schedule and run once the batch campaign. It will send all selected leads to the trigger one.

Hope this helps,

Greg

J
JDNelson1Author
Community Manager
October 7, 2015

Yes, that seems like a good workaround to keep everything consistent; but

it would still be nice for this to be a built-in feature that doesn't

require multiple smart campaigns to be created/run.

Kenny_Elkington
Kenny_ElkingtonAccepted solution
New Participant
October 7, 2015

Not quite exactly what you're asking for, but you can run a batch with your criteria, then swap your activity filter for the matching trigger and then activate it.

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