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Mercury SMS | Campaign Member Keyword Action

Updated

Campaign member keywords add new or existing Leads/Contacts as members on a campaign. 

The behaviour of the keyword action depends on whether the inbound message is matched to an existing record:

  • If the inbound message is matched to an existing Lead or Contact, they'll be added as a Campaign Member.

  • If the inbound message is matched to multiple records, they'll all be added to the Campaign.

  • If the inbound message is unable to match to an existing Lead or Contact, a new Lead will be created and added to the Campaign.

How to Create a Campaign Member Keyword Action

1. Go to the SMS Keywords tab in the Mercury SMS app and click the New button:

Campaign_Member_Keyword_-_New__marked_up_.png

2. In the pop-up window, select the Campaign Member record type, then click Next:

Campaign_Member_Keyword_-_Record_Type_Select__marked_up_.png

3. Complete the Keyword details as follows:

FIELD NOTES EXAMPLE
Campaign The Campaign that you would like the Campaign Member added to. Win a Holiday Competition
Keyword Name The keyword that will invoke the action. LETMEWIN
 
Note - The keyword must not contain spaces and it must be the first word in the message string in order to trigger the action.
Campaign Member Status The status to apply to the Campaign Member. Entered
Lead Status The status to apply to the Lead, if one needs to be created. Subscribed
Last Name A placeholder name to apply to the Lead, if one needs to be created. Competition Lead
Company Name A placeholder company to apply to the Lead, if one needs to be created. Competition Lead

4. Click Save:

Campaign_Member_Keyword_-_details__marked_up_.png

5. Test your Keyword – send an inbound SMS containing the Keyword and confirm a Campaign Member is created.

Note - if a Campaign Member is not created, but the inbound SMS message has been received, there could be validation rules preventing the Campaign Member or new Lead from being created. In this case, you'll need to exclude the validation rules from firing based on the specific Lead and Campaign Member Status being applied by the keyword. For more information on validation rules, see this Salesforce article.

6. Your Keyword is ready to use!

Note - In the case that you are expecting most of the Campaign Members to be for New Leads rather than existing Leads or Contacts, we suggest you promote your keyword by asking for the Keyword followed by Full Name, Email and Address to allow you to populate further information on your Lead record; this will need to be entered manually from the information received in the inbound SMS activity.

Example: "To enter the competition SMS LETMEWIN followed by your full name, address and email to 1300 446 133."