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Campaign leads go to marketing

Send messages tagged with a campaign to your marketing channel.

For a team that runs ads or newsletters, so marketing sees each lead its campaigns brought in, as it arrives.

Rules come with a team plan. A rule can alert a channel (a group of people, listed under Channels in the console's sidebar) or one person.

Make it in the console#

  1. Your ad or newsletter link needs a campaign name on the end, such as ?utm_campaign=spring-sale. Many newsletter tools add one when you turn on link tracking; in an ad, add it in the ad's tracking settings.
  2. Sign in to the console at nowlark.com/org, the website where your team is run, and choose Rules in the sidebar.
  3. Under Start from a template, choose Campaign leads go to marketing.
  4. Under Do, in Tell, choose who should hear it: your marketing channel, or one person, such as whoever runs your campaigns.
  5. Look at Try it beside the rule: a dry run on your latest messages, each with what this rule would do to it. Nothing is sent.
  6. Choose Create rule. It joins the bottom of the list and applies from the next message; drag it higher if it should win over a rule above it.

What happens#

A message from a visitor who arrived by a link with a campaign name alerts the marketing channel, and the campaign is shown on the message in the console.

Rules are checked from the top, and only the first that fits is used. A message no rule matches alerts its form's usual channel, the one chosen under Send alerts to when the form was made.

Open your team's rules

No team yet? See what a team gets.

Or with the API#

For developers: the same rule, saved in one call to the team API by a team admin (Authentication names the key it needs). Put in your team's and channel's ids from the console. A rule with no form reads every form. Every field is in Routing rules.

curl -X POST \
  https://nowlark.com/v1/teams/team_…/rules \
  -H "Authorization: Bearer nla_…" \
  -H 'Content-Type: application/json' \
  -d '{
  "name": "Campaign leads go to marketing",
  "conditions": [
    [
      {
        "field": "utm_campaign",
        "op": "filled"
      }
    ]
  ],
  "actions": [
    {"do": "push", "channel": "chn_…"}
  ]
}'