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    Sending Communications from Lead Manager by using RAM
    • 08 Mar 2024
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    Contents

    Sending Communications from Lead Manager by using RAM

    • Updated on 08 Mar 2024
    • 1 Minute to read
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    Article summary

    Abstract

    Product: Workbench

    Sending Communications from Lead Manager by using RAM

    • Process added Build 19.06.03.

    • RAM Triggers can be configured to send Lead Manager communications when a lead status is selected for a lead in a campaign, or a new lead is created.

    • For information on configuring RAM triggers for Lead Manager communications, see the RAM Guide.

    Use Cases

    • Sourcer files a lead to a campaign and selects the Lead added – notify sourcer lead status. RAM can send a communication to the system user to inform them of the lead filed.

    • Sourcer updates the lead to a specific lead status. RAM can send a communication to the system user or the sourcing team with details such as Lead Name, Campaign Name, previous lead status, and current lead status.

    Trigger Mechanisms

    • Lead Campaign Status: When a Lead has been updated to a Status in a campaign, the trigger runs.

    • Lead Creation: When a new Lead is created, the trigger runs.

    Condition Categories

    Category: Lead Manager fields

    • Campaign Fields

    • Lead Campaign Fields

    • Lead Fields

    What's Next