Make a Campaign Visible to Sales Connect Users make-a-campaign-visible-to-sales-connect-users

Campaigns can only be shared if they’re made visible. Here’s how to do that.

  1. Select (or create) the Campaign you want shared.

  2. Click the Smart List tab.

  3. Add the Campaign is Requested trigger.

  4. For source, choose “is” Web Service API.

  5. Click the Flow tab.

  6. Add the Interesting Moment flow action.

  7. For Type, select Web.

  8. In the Description box, write a message to your sales team. In this example we’re using tokens to specify the form that was filled out.

  9. Click the Schedule tab and Activate the campaign.