Sending Communications from Lead Manager by using RAM
  • 08 Mar 2024
  • 1 Minute to read
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Sending Communications from Lead Manager by using RAM

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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