Connecting Objects In The Campaign Builder

A campaign is assembled by arranging a series of goals and sequences on the campaign canvas. After the campaign objects are in place, they are connected together to define one or more paths. Campaign connections are created sequentially, moving from left to right. When a campaign goal is achieved, the earlier connected sequences (to the left) automatically stop, and the next sequential sequence(s) (to the right) automatically start.

The campaign builder has built-in checks that prevent you from making connections that don't make sense or won't function properly. This article outlines the allowable connections and helps you understand what to expect from each one.

  1. Goal to Sequence Connections. You can connect a goal to more than one sequence. When you do this, a decision point appears automatically. You must configure the decision point to define the contact's next appropriate sequence(s). The previous sequence(s) will stop, and the new one(s) will begin.



    You can also connect a sequence to more than one goal. When you do this, the contact's previous sequence(s) stops and the contact enters the next sequence based on the first goal achieved. If both goals are satisfied and function independently (e.g. purchase two products, more than one tag is applied), then the contact may enter more than one sequence. You can edit the sequence settings if you want a specific sequence to "run until completed" instead of stopping when the subsequent goal(s) is achieved.



  2. Sequence to Sequence Connections. When you connect a sequence to another sequence, the contact will enter the second sequence within one minute of completing the first.



    If you connect a sequence to more than one sequence, a decision point appears automatically. You must configure the decision point to define the contact's next appropriate sequence(s). If a contact meets the criteria for more than one set of sequence rules they will begin more than one sequence. When the first sequence in the chain is completed AND one or more of the sequence rules are true for the contact, then the contact will move forward in the campaign. The previous sequence(s) will stop, and the new one(s) will begin.



  3. No Campaign Connection. You can intentionally create a "disconnected" process within a campaign. This would allow the process to run in parallel to other campaign processes. The process would not stop. It functions independently of other campaign goals. The first goal in each process is a default entry point as well. A contact will jump into the process when the related goal is achieved, even if they are not involved in any other processes within the campaign.
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