Adding contacts to automation in MA

  • Last Created On Jul 05, 2023
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There will be 3 ways: Create segment or create Form for Lead and Create group for Customers

+ For creating segments: the system will get contacts from Module Lead. When creating a Campaign, we will choose the segment containing the corresponding list of Leads

+ For Form: You design the form, then attach the form on the websites you need to collect Lead information -> from there you have a list of Leads who have submitted the form -> Then you create a Campaign -> Select the corresponding form is able to get the contact list to run the campaign

+ For Customer, you create a group for Customer -> Then create a campaign -> Select the corresponding customer group -> the system will get a list of customers to run the campaign


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