This keyword action allows a Campaign Member record to be created for a new or existing person. If the person sending the inbound message is identified as a Lead or Contact, they will be added as a Campaign Member. If Duplicate records are found, they will all be added to the Campaign. If no existing Lead or Contact is found, a new Lead will be created and added to the Campaign.
To create a Campaign Member Keyword Action, follow these steps:
1. Go to the ‘SMS Keywords’ tab in the Mercury SMS app and click the New button:
2. Select the ‘Campaign Member’ record type and then click ‘Continue’
3. Complete the Keyword details as follows:
| FIELD | NOTES | EXAMPLE |
| Keyword Name | The keyword that will invoke the action. | LETMEWIN |
| Please 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 | The Campaign that you would like the Campaign Member added to. | Win a Holiday Competition |
| Campaign Member Status | The status you would like applied 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. Save your keyword
5. Test your Keyword – Send an inbound SMS containing the Keyword and confirm that the Campaign Member gets created. If the campaign member has not been created but the inbound SMS activity has been received, there are probably validations preventing the Campaign Member or new Lead from being created. In this case you will need to exclude the validation rules from firing based on the specific Lead and Campaign Member Status being applied by the keyword.
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.