Skip to main content

​
Campaign Automation

Use campaign automation to trigger actions based on user activity, entry status changes, and tag updates. Automate follow-up communications, entry management, and integrations without manual intervention.

​
Workflow triggers

Workflows are triggered by specific events in your campaigns. When an event occurs, the workflow executes the configured actions automatically.

​
Competition entry triggers

TriggerDescription
Data capturedFires when a user submits an entry form
Data captured (qualified)Fires when a qualified entry is submitted
Receipt validation successFires when a receipt upload passes validation
Receipt validation rejectedFires when a receipt upload fails validation

​
Tag-based triggers

Trigger workflows when tags are added or removed from competition entries. This is useful for automating follow-up actions based on prize fulfillment status or manual entry categorization.
TriggerDescription
Tag added to competition entryFires when a tag is manually added to an entry
Tag removed from competition entryFires when a tag is manually removed from an entry
Example use case: When a prize winner’s status tag changes from “Awaiting Address” to “Posted”, automatically send a shipping confirmation email.

​
Coupon triggers

TriggerDescription
Coupon issuedFires when a coupon is issued to a user
Coupon redeemedFires when a coupon is redeemed

​
Prize triggers

TriggerDescription
Prize awardedFires when a prize is awarded to a user
Prize extra data capturedFires when additional prize claim data is submitted

​
Trigger filters

Refine when workflows execute by adding filters to your triggers.

​
Tag filters

Filter tag-based triggers to specific tags:
  • Tag is: Trigger only when a specific tag is added/removed
  • Tag is not: Trigger for any tag except the specified one
  • Tag is in: Trigger when any of the selected tags are added/removed
  • Tag is not in: Trigger for any tag not in the selected list

​
Card filters

Limit triggers to specific cards or card types within your site.

​
Contact filters

Filter based on contact properties, segments, or custom fields.

​
Workflow actions

Once triggered, workflows can execute various actions:
  • Send email: Send transactional or marketing emails
  • Send SMS: Send text message notifications
  • Add/remove tags: Update entry or contact tags
  • Sync to integration: Push data to connected CRMs or marketing platforms
  • Award prize: Automatically award prizes based on conditions
  • Issue coupon: Generate and send coupons

​
Entry management

​
Bulk tagging

Apply tags to multiple entries at once:
  1. Navigate to your competition entries
  2. Select entries using filters or checkboxes
  3. Choose Add tags or Remove tags from bulk actions
  4. Select the tags to apply
Bulk tag operations trigger tag-based workflows for each affected entry.

​
Entry status tracking

Track entry progress through your fulfillment process using tags:
  1. Create status tags (e.g., “Pending Review”, “Approved”, “Shipped”)
  2. Set up workflows to trigger on tag changes
  3. Update tags manually or via workflow actions
  4. Monitor status in the entries table

​
Best practices

  • Use descriptive tag names: Make tag purposes clear (e.g., “Prize - Awaiting Address” vs “Status 1”)
  • Test workflows before launch: Use test entries to verify workflow behavior
  • Monitor workflow executions: Check the Flow Executions log for errors or unexpected behavior
  • Combine triggers with filters: Narrow trigger scope to avoid unintended workflow runs