Using Custom Objects in Automation Campaigns

Custom Objects are natively integrated into the Webmecanik Automation campaign builder. They allow you to automate the assignment of items to your contacts or direct your scenarios based on the data in your business records.

⚡ 1. Campaign Action: Link or unlink a Custom Item

Whenever you create a Custom Object in your account, a dedicated action automatically appears in the list of actions available in the campaign builder.

• Select the action: In your campaign flow, add an action and then choose the option corresponding to your object (for example, Link contact with Produit or Link contact with Shop).

• Choose the item: Start entering the first few letters of the custom item's name to select it directly in the search field.

• Link or unlink: This action allows you either to link the item to the contact going through the step or to unlink it if it was already linked.

• Duplicate prevention: If the action attempts to link an item that is already attached to the contact, no changes are made and no duplicate is created. Likewise, if the action attempts to remove an item that is not present on the contact's record, the flow continues normally without generating an error.

🔀 2. Campaign Condition: Filter by the value of a Custom Field

In addition to actions, each Custom Object generates new Conditions options in your campaign tree.

• TRUE / FALSE branching: You can evaluate the field values of a custom item to direct the contact to the positive (green) or negative (red) branch.

• Dynamic adaptation to the field type: The available operators and input fields automatically adapt to the nature of the configured data (comparing a date for a Date field, checking a numeric value for an amount, or targeting a specific option in a drop-down menu).