Goals, sequences, and sequence tools have statuses. By default, all campaign elements start in a Draft status. In order to publish these elements so that your contacts can be added and for the processes to run, the elements must be placed into a Ready status, and then published. This article will go over how to accomplish this.
How to identify draft, ready, and published status
| Elements | Meaning |
|---|---|
A gray icons with a Setup required label are in Draft and would not be seen when the campaign is published. | |
Striped objects with a Ready label are ready to be published and would be seen when the campaign is published Note: A published campaign element can change back to striped if changes were made in element. | |
Green objects with a Publish label the have already been published.
|
Draft to Ready Slider
Some elements have a slider located at the top right that needs to be switched to Ready
Goals that have a slider
- Web form submitted
- Internal form submitted
- Landing page submitted
Sequence tools that have a slider
- Voice
- Letter
- Fax
- Apply Note
- Create Task
- Create Appointment
- Set Field Value
- Fulfillment List
- Create Order
- Send HTTP Post
Draft to Ready with no slider
Some elements only need to be configured and saved to be moved to a Ready status
Goals that are configured and saved
- Tag applied
- Email Link clicked
- Email Opened
- Product purchased
- Opportunity Stage moved
- Web Page automation
- Quote status
- Lead Score achieved
- API
- WordPress Opt-ln
Sequence that are configured and saved
- Delay Timer
- Date Timer
- Field Timer
- Apply/Remove Tag
- Assign an Owner
- Create Opportunity
- Apply Action Set
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