Campaign Lead Sources

Purpose

The Campaign Lead Sources feature determines how a campaign receives its target audience.

In Thulo Marketing Automation, campaigns can obtain Leads from two primary sources:

1. Segments – Dynamically filtered Lead lists based on predefined conditions.

2. Forms – Leads collected through form submissions.

Selecting the appropriate Lead source allows campaigns to target specific audiences and automate communications based on customer data and actions.

Create

Method 1: Using Segments

Segments allow campaigns to target Leads that match specific filter criteria.

Step 1: Create a Segment

1. Navigate to Marketing Automation → Segments.

2. Click Create Segment.

3. Enter the required Segment information.

4. Open the Filters tab.

5. Configure one or more filtering conditions.

Examples:

• Tag is not empty

• Email contains "test"

• Lead status equals Customer

• Country equals Nepal

6. Save the Segment.

The system automatically generates a Lead list based on the configured filters.

Step 2: Create a Campaign

1. Navigate to Marketing Automation → Campaigns.

2. Create a new campaign.

3. In the audience configuration section:

   • Select Lead as the target type.

   • Select Segment as the Lead source.

4. Choose the Segment created previously.

5. Save the campaign.

After the Segment is selected:

• The campaign retrieves Leads from the Segment.

• The Lead list becomes available in the Leads tab of the campaign.

• The workflow can now be configured using these Leads.

Step 3: Execute the Campaign

1. Ensure the campaign is Published.

2. Verify the campaign is within its valid date range.

3. Run the Marketing Automation Cron Job.

The system processes the campaign and begins executing workflow actions for the Leads contained in the Segment.

Method 2: Using Forms

Forms allow campaigns to target Leads who have submitted specific forms.

Step 1: Create a Form

1. Navigate to Marketing Automation → Components → Forms.

2. Click Create Form.

3. Configure the form settings.

4. Design the form layout.

5. Publish the form.

Visitors can now submit information through the form.

Each successful submission creates or updates a Lead record according to system configuration.

Step 2: Create a Campaign

1. Navigate to Marketing Automation → Campaigns.

2. Create a new campaign.

3. In the audience configuration section:

   • Select Lead as the target type.

   • Select Form as the Lead source.

4. Choose the form that will provide campaign Leads.

5. Save the campaign.

The campaign will automatically retrieve Leads generated from submissions of the selected form.

Step 3: Execute the Campaign

1. Verify the campaign is active.

2. Ensure the campaign is within the valid date range.

3. Run the Marketing Automation Cron Job.

The system processes Leads collected through the selected form and executes the campaign workflow.

View

To view the Lead source assigned to a campaign:

1. Navigate to Marketing Automation → Campaigns.

2. Open the desired campaign.

3. Review the audience configuration section.

4. Verify whether the campaign is using:

   • Segment

   • Form

The associated Lead list can be viewed in the campaign's Leads tab.

Edit

To modify the Lead source:

1. Open the campaign.

2. Edit the audience configuration.

3. Select a different Segment or Form.

4. Save the changes.

Future campaign executions will use the updated Lead source.

Field Descriptions

Workflow Rules

Segment-Based Campaigns

When a Segment is selected:

• The system evaluates all Segment filters.

• Matching Leads are included in the campaign.

• The Lead list is displayed in the campaign's Leads tab.

• Workflow actions are executed only for Leads within the selected Segment.

Form-Based Campaigns

When a Form is selected:

• The campaign uses Leads generated through form submissions.

• Submitted Leads become eligible for workflow processing.

• The campaign retrieves Leads associated with the selected Form.

Lead Synchronization

For both Segment and Form sources:

• Leads are displayed in the Campaign Leads tab.

• Workflow actions operate only on Leads associated with the campaign.

• Lead activity can be tracked through campaign execution logs and analytics.

Campaign Execution

Campaign processing occurs only when:

• The campaign is Published.

• The campaign Start Date has been reached.

• The campaign End Date has not expired.

• The Cron Job is running successfully.

Important Notes

• A campaign must have a valid Lead source before it can execute.

• Segments provide dynamic audience targeting through filter conditions.

• Forms provide audience targeting based on user submissions.

• The Leads tab displays the audience currently associated with the campaign.

• Changes to Segment filters may affect the Leads included in future campaign executions.

• Form-based campaigns only process Leads generated from the selected form.

• Campaign execution depends on the Marketing Automation Cron Job.

• Expired campaigns will not process Leads even if valid Segments or Forms are assigned.

• Ensure the campaign is Published before attempting to execute workflow actions.