Initial Batch for Smart Campaign

[JD_Nelson]

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​

[Grégoire_Miche2]

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

[JD_Nelson]

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 · Accepted solution]

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.

[Grégoire_Miche2]

Hi Kenny,

Well, if you need to re-run a batch again, you will have to change again the trigger into a filter, then back the trigger in a filter. This takes time and is error prone.

Therefore, it's better to use a batch campaign that call the triggered one.

-Greg