🛠️ CRM-Triggered Campaign Automations Installation

✅ Requirements Before Installation

• Salesforce integration must be connected and authorized.
  
  
• Ensure deal/contact information is populated in your CRM.
  
  
• For deal-based campaigns:
  
  
  • Opportunities must include associated contacts.
    
    
• For campaign membership triggers:
  
  
  • CRM Campaign end date must be today or in the future.
  • Campaign states must be available and mapped.

📥How to Set Up CRM-Triggered Campaign Automations

1. Navigate to the Campaigns tab in ByStadium.
   
   
2. Select New Campaign → Choose a type:
   
   
   • “CRM Deal/Opportunity”
     
     
   • “CRM Campaign”
     
     
3. Follow the prompts to:
   
   
   • Choose your CRM (Salesforce V1)
     
     
   • Select triggers (deal stage, amount thresholds, campaign state)
     
     
   • Enable the campaign

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🔁 CRM-Triggered Campaign Automations Data Flows

What are the distinct data flows?

Trigger Frequency:

• Automations run daily at 12 AM PST.

• Only newly qualified deals or members are processed.

• No repeat triggers unless allowed via opt-in settings.

Manual Triggering:

• Not supported. All campaigns run automatically based on CRM data updates.

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❓CRM-Triggered Campaign Automations Frequently Asked Questions (FAQs)

🔧 Setup & Eligibility

Why isn’t my campaign being triggered?

Check the following:

• Ensure the deal is in the correct stage and meets the amount threshold.

• Check if the CRM campaign end date is in the future.

• Confirm that the opportunity has an associated contact.

• Only deals created after automation is enabled will trigger campaigns
  
  

Can I include historical CRM opportunities or members?

• Only if you check the “Allow for previously included members” option (CRM Campaigns only). For deals, only newly created opportunities post-automation setup are eligible.

Can I use sub-campaigns or nested campaign structures?

• Not currently. V1 only supports direct parent campaigns.

⚠️ Edge Cases & Troubleshooting

Scenario: A deal moved into the qualified stage, met the threshold, but no gift was sent. Why?

Check the following:

• Was the opportunity created after the automation was enabled?
  
  
• Has the deal already previously triggered by the campaign? (It only runs once per deal.)
  
  
• Was contact information missing at the time of the trigger?
  
  

Scenario: A member was added to the campaign, but no campaign ran.
 
Possible reasons:

• The selected CRM campaign state did not match.
  
  
• The campaign had expired (end date before today).
  
  
• The automation was not yet enabled at the time of addition.
  
  

🧩Answers to common expected problems

Can I resend a gift if contact info was added later?

• No. Campaigns only process members and deals with complete contact data at the time of the trigger. Add the recipient manually via a new campaign if needed.

Will automation re-run if a deal changes stage back and forth?

• No. It only triggers once per deal to prevent duplicates.
  
  

What happens if I delete the campaign?

• Automation stops immediately. Any CRM events post-deletion will be ignored.

📌 Best Practices

• Keep your CRM data clean — missing contact info will result in dropped recipients.
  
  
• Name your campaigns clearly — to easily distinguish between automated vs. manual campaigns.
  
  
• Monitor campaign logs — check execution results and skipped recipients.
  
  

Test with low thresholds or dummy campaigns — before going live.

📞 Still Need Help?

• Send request via our ✨Contact Us form
  
  
• Use the in-app chat to troubleshoot integration issues.

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Access the Integrations feature with our paid Stadium Packages.

Visit our Pricing Page to check out the inclusions of each package and choose the one that best suits your needs.