Active

When Campaign link clicked (label = roofing), run 4 steps. Locked projects are skipped.

Back

TriggerEngagement

Link label

Fires when: Campaign link clicked (label = roofing)

then check

Conditionsall must match

No conditions — runs for every matching trigger (locked projects still skipped).

then do

1Notify· Notify Dean and contact owner (In-app + push)

Who

Channel

2Update field· Set contact.tags = interest:roofing

Field

Value

3Enroll in sequence· Enroll in Roofing follow-up

Sequence

4Create task· Task for Record owner: Call contact

Title

For

Due in (days)

End · exits on: reply, stage change, project locked, do-not-contact

Name

ActiveFires on matching events. Paused keeps enrolled records in place.Skip locked projectsNever act on Billed / Closed work unless explicitly allowed (PRD T46).Business hours onlyHold emails/SMS until Mon–Fri 7:30am–5:00pm CT.

Runs14

Failures0

Last run11h ago

StepsNotify, Update field, Enroll in sequence, Create task

Failed steps retry 3× with backoff, then surface in Inbox. Reversible runs can be undone from the run log.

Active

Variables you can use

Active

Variables you can use