The [Triggered adding] element
The [Triggered adding] element 
adds participants to the campaign audience automatically, on a trigger. Two types of events that activate the triggers:
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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.
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Existing record modified. Creatio adds participants to the campaign audience whenever an existing record is updated (modified) in a specific section. The updated record must meet the filter conditions
Creatio adds participants whose contacts are connected to the records that triggered the adding. 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.
Example
Automatically invite all potential customers with qualified leads to your marketing events (Fig. 1).
Fig. 1 Using the [Triggered adding] element in a campaign
Whenever a lead advances to the “Nurturing” stage, Creatio adds the lead’s contact to the “Invitation to event” marketing campaign via the [Triggered adding] element.
In the [Add participants when this object is added/updated] field, select the object whose record will trigger adding a new campaign participant. For example, to add campaign participants whenever a lead record is modified (advances on the “Nurturing” stage), select the “Lead” object.
In the [Which event should activate the trigger] field, select what exactly will trigger adding a new campaign participant: adding a new record in the selected object or modifying an existing one.
Note
Creatio only uses qualified leads during campaign execution. Thus, if you select the “Lead” object in the [Add participants when this object is added/updated] field, contacts are added to the campaign based on the contact records that are connected to qualified leads.
The “Record modified” trigger event
If you select the “Record modified” event, the following fields become available:
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[Trigger activates when the following columns are modified] - 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 (Fig. 2).
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[The modified record must meet filter conditions] - 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. To make sure that the lead record has a connected contact, set the ”Contact = filled in” filter (Fig. 2).
Fig. 2 The “Record modified” event properties
If you do not specify the filter, any change in the specified columns will trigger adding new campaign participants.
The “Record added” trigger event
In the [The added record must meet filter conditions] field, which becomes available if you select the “Record added” event, specify the filtering conditions that the new record should meet to trigger the element. If you do not set a filter here, adding any record in the object will trigger adding a new campaign participant.
Specifics of using the [Triggered adding] element
Once a participant is added to the campaign, they immediately proceed down all available sequence (unconditional) flows and execute any elements that are not blocked with a condition. 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 condition 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. In our case, the same participant will not be able to go down the “Wait 2 days” conditional flow twice (Fig. 1).
See also
•The [Exit from campaign] element
•The [Marketing email] element
