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⚙️ Automatically Add Leads to a Campaign

Want to auto-enroll leads into a campaign when something changes — like their status or other attributes? You can set that up using Lifecycle Rules. It’s a powerful way to trigger campaigns without manual work.

📌 Use Case Example​

Let’s say you’ve created a "Callback" campaign, and you want to automatically add any lead whose state changes to CALLBACK.

Here’s how to make it happen:

🔄 Step 1: Create a Lifecycle Rule​

  1. Navigate to Admin > Lead > Lifecycle Rules.
  2. Go to the “Process Updation” tab – this is where you manage rules triggered by lead updates.
  3. Click Add to create a new rule.
  4. In the modal that appears:
    • Set Name as Add to Callback Campaign
    • Turn on “Is Action V2”
    • Set Action Type to “Add to campaign”
  5. This creates the rule and opens its detailed configuration screen.

🎯 Step 2: Set the Trigger Conditions​

  1. Click the ✏️ edit icon on the first node labeled “Triggering Event”.
  2. In the configuration panel:
    • Click “Add Rule” under extra conditions
    • Choose the field: state (Process)
    • Change the operator to “Has changed to”
    • Set the value to CALLBACK
  3. Click Done and then Save from the top right.

🚀 Step 3: Set the Campaign Action​

  1. Click the ✏️ edit icon on the “Take Action” node.
  2. In the action configuration:
    • Set Object Type to Procedure
    • Choose Procedure as Lead
    • Select the Callback Campaign from the campaign dropdown
      (Tip: If you haven’t created the campaign yet, save this rule and come back after creating it.)
  3. Click Save and then Cancel to close the panel.
  4. Hit Save on the rule screen again.

✅ Step 4: Activate Your Rule​

  1. Toggle the Active switch near the top right corner.
  2. Click Save to make it live.

That’s it! From now on, whenever a lead’s state changes to CALLBACK, they’ll be automatically added to your Callback Campaign — no manual steps needed.

💡 Pro Tip: You can create more lifecycle rules like this to automate lead routing for other campaigns too!

Here’s what a correctly configured rule will look like:

Lifecycle Rule - Add to campaign