Campaign element reference

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Campaign diagrams consist of campaign elements connected with flows.

Campaign elements

Status details

Marketing email

Sends a trigger email to campaign participants who are transferred via the element’s incoming flows.

Adding event audience

Adds campaign audience from a dynamic or static folder, as well as from a custom filter.

Triggered adding

The element adds participants to the campaign audience automatically, on a trigger.

Add from event

Adds the audience of the event to the campaign’s participant list.

Add from landing

Adds participants to the campaign when a web form is filled out on a landing page.

Add to event

Adds participants from the campaign to an event.

Add data

Creates new Creatio records based on the data of the campaign’s participants.

Modify data

Modifies existing records.

Eliminate duplicates

Validates the campaign’s audience using the specified rules and suspends the further participation of duplicates.

Random split

Advances participants to different outgoing flows randomly. For example, use it for A/B testing.

Landing page

Integrates landing pages and campaigns.

Timer

Launches a campaign or activates the following campaign element at a specific time, either once or regularly.

Exit from campaign

The element enables participants who correspond to the specified filter conditions and those transferred to this element by incoming flows to exit the campaign.

The Marketing email element 

The Marketing email element enables you to use trigger emails (created in the Email section) in your campaigns.

The execution time of this step depends on the configured flows.

Note. You cannot use bulk emails in a marketing campaign.

To set up the Marketing email element:

  1. Place the item on the diagram.
  2. In the Which trigger email to send? field, select a trigger email from the Email section to send to the email audience (Fig. 1).
    The other fields are locked and populated with the value specified upon the creation of the trigger email.
    Fig. 1 – Set up the Marketing email element
  3. When setting up the Marketing email element, select email responses to advance the participants down the outgoing flows, if available. You can transfer participants down a flow unconditionally or only advance those participants whose responses match the selected options in the flow's properties area.
  4. Select one or several links from the email template (Fig. 2) when selecting the Email clicked response.

    Only the participants who click the selected links will proceed down the condition flow.

    Attention. If no link list is specified, clicking any link will result in proceeding down the flow.

    Fig. 2 – Transition based on the email response

    If the trigger email template has dynamic content, Creatio will treat all URLs in each replica as unique URLs. When you populate the Redirection URL field for a trigger email with dynamic content, you will see the list of links from all template replicas. Select all available link variants to enable recipients of each replica to go down the condition flow.

    Delay countdown starts as soon as the participant reaches the element. For example, if you set a 3-day transition delay for the “Email opened” condition, all contacts who open the email within 3 days will transfer down this condition flow.

    Attention. If you select the “Email clicked” transition option and later change the link in the email template after the start of the campaign, you need to replace the old link with the new one in the “URL” field.

The Add audience element 

The Add audience element is designed to add campaign participants from a dynamic or static folder or using the specified filter settings (Fig. 3). You can add an unlimited number of Add audience elements to the campaign diagram. The audience always consists of contacts. Associated entities, such as leads, accounts, or orders, are stored in Creatio separately.

To set up the Add audience element:

  1. Place the item on the diagram.
  2. Use the Select an object (entity) that holds the campaign audience data field to select the object for importing the campaign audience. For example, you can import leads. In this case, the connected contacts will be imported to the campaign audience. The list of available entities is specified in the Entity settings for campaign signal lookup.
  3. Select “Folder” in the Specify which records will be converted to the campaign audience field to add contacts from a pre-configured group. Select “Filter” to filter records using filter conditions.
    1. If you choose “Folder”, select the name of the group in the Which folder to add participants from? field.
    2. If you choose “Filter”, set up the filtering conditions. For example, filter leads with a certain need maturity who live in a specific city.
  4. By default, the participants from the specified folder will not re-enter the campaign after they exit it. Select the Re-entering the campaign checkbox to enable participants to go through the campaign multiple times. You can specify the number of days before the participants can re-enter the campaign in the Quantity of days before next campaign entrance field. For example, you can set up an NPS campaign to launch every 90 days. The countdown starts the moment the participant is added.

    The participants who have not yet completed the campaign and are set to re-enter again will receive the “Suspended” status. Read more: Re-entering the campaign.

Fig. 3 – Setting up the Add audience element

Re-entering the campaign 

You can select the Recurring entrance checkbox in the Participation rules group when setting up the properties of the Triggered adding element (Fig. 4).

Fig. 4 – Participation conditions upon a repeated triggered adding

The Recurring entrance checkbox is selected: when a participant is re-added from a trigger, their current campaign progress will be suspended. Use this option to make the contact start the campaign anew after re-adding. For example, the contact can be sent an introductory email upon each lead registration.

The Recurring entrance checkbox is cleared: when a participant is re-added, the campaign fragment before the delay will be executed. The contact will proceed their transition through the campaign. You can use this feature to send confirmation emails (transaction emails). In this case, the contact will receive a corresponding email after a triggered adding of a lead and continue to transition through the campaign steps without restarting. Otherwise, the contact will change their current step, and a logical error will happen.

Add objects to the Entity settings for campaign signal lookup 

You can edit the list of available objects in the Entity settings for campaign signal lookup (Fig. 5).

Fig. 5 – The Entity settings for campaign signal lookup

To add a new object:

  1. Click in the main Creatio application.
  2. Click Lookups in the System setup block.
  3. Open the contents of the Entity settings for campaign signal lookup
  4. Click New.
  5. Populate the values of the new lookup record:
    1. Specify the name of the object in the Caption column. This caption is displayed in the Add participants when this object is added/updated field in the setup area of the Triggered adding element.

    2. Specify the name of the object in the database in the Object column. You can use the Section Wizard or Detail Wizard to look up the object (Fig. 6).

      Fig. 6 – Locating the object name in the Section Wizard
    3. Specify the name of the column which connects the necessary object to the “Contact” object in the Path to contact object column.

The Triggered adding element 

The Triggered adding start element adds participants to the campaign audience automatically, on a trigger.

The audience always comprises of contacts. Associated entities, such as leads, accounts, or orders, are stored in Creatio separately. For example, if you select the “Lead” record type in the element, Creatio adds the contact, specified in the lead profile. The specifics for the connection between the added participant and the trigger record are specified for each object individually.

Participants are added to the campaign as soon as the trigger fires. The audience list on the Participants tab is updated when the campaign is launched (whether manually or automatically).

Two types of events that activate the triggers:

  • Existing record modified. Creatio adds participants to the campaign audience whenever an existing record is updated (modified) in a specific section. Tracked fields are specified during the element setup. The updated record must meet the filter conditions

  • New record added. Creatio adds participants to the campaign audience whenever a new record is added in a specific section, detail, or lookup. The newly added record must meet the filter conditions.

The “Record modified” trigger event 

To set up the Triggered adding element for a record modification (Fig. 7):

  1. Place the item on the diagram.
  2. In the Add participants when this object is added/updated field, select the object whose record will trigger adding a new campaign participant. The list of available field values is specified in the Entity settings for campaign signal lookup. For example, to add campaign participants whenever a lead record is modified (advances on the “Nurturing” stage), select the “Lead” object. All leads added to the campaign must be connected to a contact. Use the Entity settings for campaign signal lookup to map the contact fields.

  3. In the What event should happen? field, select "Record changing” and proceed to populate the fields that appear.

  4. In the Trigger activates when the following columns are modified field, specify the columns whose values should be modified for the “Record updated” event to occur. For example, to add participants to the campaign if the lead stage is changed, select the “Lead stage” column.

  5. In the The modified record must meet filter conditions field, specify the conditions that the record should meet to trigger the element. For example, to add participants to the campaign once the lead stage is changed to “Nurturing”, set the “Lead stage = Nurturing” filter. If you do not specify the filter, any change in the specified columns will trigger adding new campaign participants.

  6. By default, the participants from the specified folder will not re-enter the campaign after they exit it. Select the Re-entering the campaign checkbox to enable participants to go through the campaign multiple times. You can specify the number of days before the participants can re-enter the campaign in the Quantity of days before next campaign entrance field. For example, you can set up an NPS campaign to launch every 90 days. The countdown starts the moment the participant is added.

    The participants who have not yet completed the campaign and are set to re-enter again will receive the “Suspended” status. Read more: Re-entering the campaign.

    As a result, each time a new lead reaches the Nurturing stage, the Triggered adding element will add the connected contact to the campaign audience.

Fig. 7 – Setting up the “Record modified” event

The “Record added” trigger event 

To set up the Triggered adding element for adding a record (Fig. 8):

  1. Place the item on the diagram.
  2. In the Add participants when this object is added/updated field, select the object whose record will trigger adding a new campaign participant. The list of available field values is specified in the Entity settings for campaign signal lookup. For example, to add campaign participants when adding an order record, select the “Order” entity. All orders added to the campaign must be connected to a contact. Use the Entity settings for campaign signal lookup to map the contact fields.

  3. In the What event should happen? field, select “Add record” and proceed to populate the fields that appear.

  4. In the The added record must meet filter conditions field, specify the conditions that the record should meet to trigger the element. For example, to add campaign audience when adding a new order on the website or in the mobile app only, set the “Order channel = Website; Mobile application” filter. Without the filter, any new orders will trigger the adding of new campaign participants.

  5. By default, the participants from the specified folder will not re-enter the campaign after they exit it. Select the Re-entering the campaign checkbox to enable participants to go through the campaign multiple times. You can specify the number of days before the participants can re-enter the campaign in the Quantity of days before next campaign entrance field. For example, you can set up an NPS campaign to launch every 90 days. The countdown starts the moment the participant is added.

    The participants who have not yet completed the campaign and are set to re-enter again will receive the “Suspended” status. Read more: Re-entering the campaign.

    As a result, each time a new order is created on the site or in the mobile app, the Triggered adding element will add the connected contact to the campaign audience.

    Fig. 8 – Setting up the “Record added” trigger event.

    Specifics of the Triggered adding element 

    • As soon as a new participant is added to the campaign, they move through the campaign steps until they reach an element or flow with a configured delay.
      This occurs even if the Triggered adding element adds the same contact as the campaign participant several times (e.g., if two different leads with the same contact trigger the element at different times).
    • Whenever such a participant goes down a conditional flow for the first time, any subsequent instances of the same participant will not be able to go down that conditional flow. If a campaign element should not execute for a participant more than once, be sure to place a conditional flow between it and the Triggered adding element. For example, the same participant will not be able to go down the “Wait 2 days” conditional flow twice (Fig. 7).

    The Add from event element 

    Use the Add from event campaign element to integrate event audiences with your campaigns. The Add from event element is triggered when new records are added to the list of event participants (Fig. 9). This element works similarly to a Triggered adding element configured for adding participants from an event audience.

    Participants are added to the campaign as soon as they are added as the event’s participants. The audience list on the Participants tab is updated when the campaign is launched (whether manually or automatically).

    To set up the Add from event element:

    1. Place the item on the diagram.
    2. Use the What event connect with? field to specify the event whose audience will be added to the campaign audience. A contact added to the Contacts detail on the Audience tab of the event will also be added to the campaign audience. After the parameter has been filled in, the properties area will display the event’s dates, type, and owner. These fields are locked and populated with value specified upon the creation of the event.
    3. Select the Recurring entrance checkbox to suspend the execution of the campaign’s flow and start the campaign from step one when the contact is re-added to the event participant list. Read more: Re-entering the campaign.
    Fig. 9 – Setting up the Add from event element

      The Add from landing element 

      Use the Add from landing start element to integrate landing pages and campaigns (Fig. 10).

      The Add from landing element is triggered when a web form is filled out on a landing page This element works similarly to a Triggered adding element configured for adding participants when creating a connected object. A contact will be added to the list of campaign participants as soon as a web form is filled out on a landing page. The audience list on the Participants tab is updated when the campaign is launched (whether manually or automatically).

      To set up the Add from event element:

      1. Place the item on the diagram.
      2. In the What landing page to connect with? field, select one of the previously added landing pages. After the parameter has been filled in, the element’s properties area will display the landing page URL, status, and the Creatio object bound to the landing page. These fields are locked and populated with the value specified upon the creation of the landing page.
      3. Select the Recurring entrancen checkbox to suspend the execution of the campaign’s flow and start the campaign from step one when the contact is re-added to the event participant list. Read more: Re-entering the campaign.
      Fig. 10 – Setting up the Add from landing element

      You can set up the filtering by the object specified in the properties of the Add from landing element when moving to the next campaign element. For example, as displayed on Fig. 11.

      Fig. 11 – Setting up a conditional flow

      The Add to event element 

      The Add to event element adds campaign participants to an event (Fig. 12).

      To set up the Add to event element:

      1. Place the item on the diagram.
      2. Use the What event connect with? field to select the event whose audience will be populated with new contacts from the campaign audience. After the parameter has been filled in, the properties area will display the event’s dates, type, and owner. These fields are locked and populated with the value specified upon the creation of the event.
        Fig. 12 – Setting up the Add to event element
      3. When setting up the Add to event element, you can select email responses for the transition of the participants if the element has outgoing conditional flows. Possible audience responses will be available in the condition list (Fig. 13).
        Fig. 13 – Using the Add to event element with condition flows

        This way, only the participants whose campaign responses correspond to those selected in the condition flow will transfer down that flow. The campaign will take into account the responses available at the time of transfer for participants who have not transferred yet. For example, if you set a 3-day transition delay for the “No response” condition, all contacts who have the “No response” response by the end of the 3-day period will transfer down this condition flow.

        Note. You can add custom event participant responses in the Status of participation lookup.

      The Add data element 

      The Add data element adds new Creatio records and populates them with data from the participant’s contact record or any records that are directly connected to the participant’s contact record (Fig. 15).

      To set up the Add data element:

      1. Place the item on the diagram.
      2. In the Which object to add data to? field, select the target object (section, detail, or lookup). For example, to add a new activity, select the “Activity” object.
      3. Click + in the Which column values to set? area and choose the fields that will be populated for the newly added record. For example, to connect the new activity to the participant’s account, select the “Account” field. All selected fields will display in the element properties area. By default, the element enables you to add data to four system objects - “Call”, “Activity”, “Contact in folder” and “Lead”. You can configure the list of available objects in the "Add data" element - allowed objects lookup.
      4. Use the Which column values to set? area to specify how each of the fields will be populated in the record that the Add data element will create. All required fields in the new record must be populated. The following methods are available:
        • Manual input. You can specify the field value manually, using the same controls that are available for the same type of field on a regular record page: type in the values of text and numeric fields, select checkboxes for Boolean fields, select the value from lookups for lookup fields, and enter specific dates in the date fields. For example, to create an activity of the “Call” type, manually select “Call” in the Type field.

        • Out-of-the-box macro. Certain columns have ready-made macros. For example, select the “Date and time” macro in the “Start” field to populate the field with the date and time when the new record was added.

        • Custom macro. Use custom macros to populate the fields of the updated record with values from the participant’s contact record or records in other objects that are connected to the Contact object. For example, you can populate the “Owner” field of the new activity record with the same value as the one specified in the “Owner” field for the campaign participant’s contact (Fig. 14).

      Fig. 14 – Mapping the Owner field
      Fig. 15 – Setting up the Add data element

      Add objects to the "Add data" element - allowed objects lookup  

      Edit the list of available objects in the "Add data" element - allowed objects lookup (Fig. 16) to add data using the Add data element.

      Fig. 16 –The "Add data" element - allowed objects lookup

      To add a new object:

      1. Click in the main Creatio application.
      2. Click Lookups in the System setup block.
      3. Open the contents of the The "Add data" element - allowed objects lookup.
      4. Click New.
      5. Populate the values of the new lookup record:
        1. Specify the name of the object in the Caption column. This name is displayed in the Which object to add data to? field.

        2. Specify the name of the object in the database in the Object column. You can use the Section Wizard or Detail Wizard to look up the object (Fig. 17).

          Fig. 17 – Locating the object name in the Section Wizard

           

        3. Specify the name of the column which connects the necessary object to the “Contact” object in the Path to contact object column. The column is usually named “Contact”.

        4. Specify the list of available columns as comma-separated values in the Allowed columns column. This determines which object columns are available for selection in the Which column values to set? field. Type in “*” to make all columns available.

        5. Specify the list of restricted columns as comma-separated values in the Restricted columns column. These columns will not be available for selection in the Which column values to set? field. Values in this column have a higher priority than values in the Allowed columns column. If you make all columns available in the Allowed columns column (the “*” value), the restricted columns will not be available for selection during the setup.

      The Modify data element 

      The Modify data element modifies the existing section records, detail records, or lookup entries. With the Modify data element, you can use data from the participant’s contact record, as well as the connected objects, to set the corresponding values in the modified record (Fig. 18).

      To set up the Modify data element:

      1. Place the item on the diagram.
      2. Use the Which object to modify data of? field to select the object whose records Creatio will modify. For all objects, except the “Contact” object, the record must be connected to the participant’s contact. For example, if you select the “Lead” object, the element will modify the data of the lead, connected to the participant’s contact record. By default, the element only enables you to modify the “Contact” object data. You can configure the list of available objects in the “Modify data element - allowed objects” lookup. Add new objects to the lookup the same way as with the "Add data" element - allowed objects lookup.
      3. Specify the list of record fields to modify in the Which column values to set? field. For example, select the Type field to change the type of the contact. The fields specified in this area are populated with custom values. Other fields do not change their value during campaign execution. Populate the fields the same way as the Add data element’s fields.
      Fig. 18 – Modify data element setup card

      The Eliminate duplicates element 

      The Eliminate duplicates element validates the campaign’s audience using the specified rules and eliminates active duplicate participants.

      A campaign can have a single Eliminate duplicates element or multiple elements with different rules (Fig. 19).

      To set up the Eliminate duplicates element:

      1. Place the element on the diagram.
      2. Select the lookup with potential campaign participants in the Select entity dropdown list. For example, “Contact.”
      3. Select the lookup column in the Select column for deduplication field to search for duplicates. Select any column of the relevant lookup or that of its connected object. For example, if you select “Contact” in the Select entity field, you can select “Email” in the Select column for deduplication field. To set up deduplication using multiple fields, add multiple Eliminate duplicates elements and configure a different rule for each element.
      4. Select the Suspend participants with empty values checkbox to exclude participants whose column for deduplication is not filled in.
      Fig. 19 The Eliminate duplicates element setup

      The Random split element 

      The Random split element advances participants to different outgoing flows randomly. This is useful to set up A/B testing and promo campaigns of different products for a single target audience (Fig. 20).

      To set up the Random split element:

      1. Place the element on the diagram.
      2. Add an outgoing flow to each subsequent campaign element.
      3. By default, the Equalize checkbox is selected to distribute the audience automatically. Clear the checkbox to use a different distribution.
      4. Set up the audience distribution in the How to split the audience? field by specifying the audience percentage for each outgoing flow. Nonuniform audience distribution cannot be configured if the Equalize checkbox is selected.
      Fig. 20 The Random split element setup

      The Landing page element 

      Use the Landing page element to integrate landing pages and campaigns (Fig. 21).

      Unlike the Add from landing element, the Landing page element lets you filter participants who filled out a landing web form based on their response on any intermediate campaign step. For example, notify your entire audience of an upcoming event but send the reminders only to those who confirmed their intention on the landing page.

      To set up the Landing page element:

      1. Place the element on the diagram. This element must have incoming flows.
      2. In the What landing page to connect with? field, select one of the previously added landing pages. After you fill out the parameter, the element’s properties area will display the landing page URL and status, as well as the Creatio object bound to the landing page. These fields are locked and populated with the value specified upon the creation of the landing page.
      Fig. 21 The Landing page element setup

      The Landing page element’s outgoing flow properties include the results of user interaction with the web form in the What is the result of the Landing page step? block (Fig. 22).

      Fig. 22 Transition depending on the user response on the landing page

      Depending on the user response, you can:

      • advance only those participants who submitted the landing web form
      • advance only those participants who did not submit the landing web form
      • advance participants regardless of the result.

      Much like any campaign element, the Landing page element advances the participants through the outgoing flows based on the flow’s delay or the campaign execution frequency (if there is no delay enabled in the flow properties).

      You can set up filters by response type and additional object parameters when moving to the next campaign element. For example, as displayed on Fig. 23.

      Fig. 23 The conditional flow setup

      The Timer element 

      Use the Timer element to exercise complete control over the campaign element execution time frames (Fig. 19). You can transfer participants to the following campaign steps at the time and frequency specified in the timer properties.

      The timer can be set to trigger once or regularly based on a schedule (daily, weekly, monthly, etc.). The parameters of the Timer event will differ depending on the selected “Frequency of timer start” option.

      To set up the Timer element:

      1. Place the item on the diagram.
      2. Specify the Timer element’s operation using the Timer validity field. For example, select “Once.” The base settings of the element are different depending on the frequency. The following frequency options are available:
      3. In the Process start time field, specify the time of day when the timer triggers the process. You can choose one of the following options:
        • Period” – the timer will trigger for each campaign execution that falls within the specified hours. For example, campaign frequency is set to 1 hour and the campaign starts at 1:00 PM. A timer with the Execution time set as a period from 3:40 PM to 4:40 PM will be triggered 3 times (one for each campaign execution): at 2:00 PM, 3:00 PM, and 4:00 PM.

        • Exact time” – a specific time of day at which the timer is triggered, regardless of the campaign default frequency. For example, execution time of a Timer element is set to 2:40 PM. The campaign frequency is 1 hour and it starts at 1:00 PM. In this case, the campaign will execute all elements that go before the timer in the campaign diagram at 2:00 PM and the timer will advance the campaign participants to the next elements at 2:40 PM.

      4. Use the Timer validity field to specify the frequency of the Timer element. Populate these fields if you need to limit the time frames of the Timer element operation. For example, you can set the timer to trigger during the next two months only. Use this parameter to deactivate part of the campaign flow without termination of the whole campaign. To configure the timer validity, select the Start date and time and End date and time fields.

        • Start date and time – on this date and time, the timer starts working according to the selected frequency options.
        • End date and time – on this date and time, the timer stops working. Any participants who are transferred to the Timer element after the specified time, will not advance to the next campaign elements.
      5. Select the Set time zone checkbox to set the timer time zone if it is different from the campaign time zone. If campaign participants are located in different time zones, use several Timer elements to execute campaign steps at an appropriate time for each time zone.

      Note. The Execution time and Timer validity options are not available for the timer with the “Once” frequency.

      Fig. 19 – Example of using the Timer element on a campaign diagram

      “Once” 

      Select the “Once” timer frequency option to advance campaign participants to the next elements only once, at a specific time. For example, you can set up sending a notification email about an event planned for a specific date.

      Any participants who arrive at the Timer element after the specified time will not advance to the next campaign element.

      “Every day” 

      Select the “Every day” frequency option to advance campaign participants to the next elements once a day during the time or period, specified via the Execution time settings. For example, you can set up a sending of emails only during working hours.

      “Week” 

      Select the “Week” option in the Frequency of timer start field to advance campaign participants to the next elements every week, on selected weekdays, according to the Execution time settings (Fig. 20). For example, you can send marketing emails on workdays only.

      Fig. 20 – The Timer element settings for running the campaign weekly, every Monday and Wednesday

      “Month” 

      Select the “Month” option in the Frequency of timer start field to have the timer triggered at the specific days of the month (i.e., on the first Monday of every third month), at the time specified in the Execution time settings (Fig. 21). For example, you can set the sending of the monthly newsletters on every tenth day of the month.

      Fig. 21 – The Timer element that runs the timer on the first Monday of the month, every three months

      Additional properties of the “Month” timer frequency:

      Run every – specify the timer frequency in months. For example, you can set the timer to trigger every third month.

      Start day – select days on which the timer triggers.

      1. Day of the month – the timer will trigger on the specified day of month (e.g., every tenth of the month).

      2. Day of the week – the timer will trigger on the specified day of week (e.g., every third Friday of the month).

      3. First/last work day – the timer will trigger on the first or last business/regular day of the month.

      “Other frequency” 

      Select the “Other frequency” option in the Frequency of timer start field to set a custom timer frequency via a cron expression (Fig. 22).

      Fig. 22 – The Timer element configured to run the timer on day 6 of the month every 2 months

      Populate the Cron expression field with a valid cron expression to set a custom timer frequency. If the expression is correct, its interpretation will be displayed under the Cron expression field.

      Learn more about using cron expressions in QUARTZ documentation.

      The Exit from campaign element 

      The Exit from campaign element enables participants to exit from a campaign (Fig. 23):

      • By meeting the filter conditions of a specific static or dynamic folder (regardless of the current campaign step).

      • By reaching the Exit from campaign element as part of the campaign flow.

      • By both (the campaign flow and folder conditions) if the element has an incoming flow and the folder is specified.

      Note. Incoming flows are optional for Exit from campaign elements.

      You can add several Add from folder elements to a campaign diagram.

      To set up the Exit from campaign element:

      1. Place the item on the diagram.
      2. Select “Filter” or “Folder” in the Specify which records will be excluded from the campaign audience field.
        • Specify “Folder” to exclude participants from a campaign based on their properties. Then, select a dynamic folder with the corresponding filter in the Select folder to exclude participants from campaign field. As a result, any participants who meet the filter conditions will exit from the campaign automatically regardless of their current step. For example, to set up a campaign exit point for participants who have unsubscribed from trigger emails and thus have not reached the goal, configure a dynamic folder with the ‘Unsubscribed” Email response and specify it as a folder for excluding the participants.
        • Specify “Filter” and set up a filtering condition to exclude matching participants.
      3. Select the Campaign goal checkbox to mark the achievement of the campaign’s goal upon exit. For example, you can use it to count participants who confirmed their participation in an event. All participants who transfer to this step via an incoming flow or by meeting the folder conditions will have the “Reached the goal” value in the Current step column on the Audience tab of the campaign page.
      Fig. 23 – Exit from campaign elements on a campaign diagram

      Participants exit from a campaign as follows:

      • Via flows. If the Exit from campaign element has incoming flows, all participants who have reached this step exit the campaign.
      • Via flows after going through all of the campaign’s steps. If the incoming flows of the Exit from campaign element are configured without a group to exclude, all of the participants will go through all of the campaign steps.
      • Via folder conditions and flows. The participants who reached this step via an incoming flow as well as those who meet the conditions of the dynamic folder (regardless of their current campaign step) all exit the campaign.