Clone the Program Template to Active Marketing Programs

In the Master Program Templates folder for the dealer, right-click on the program and select "Clone"

Select the most relevant folder. For form response programs, select the "Web Forms" folder for the year you're updating or starting the campaign.

Copy the name of the program and update the "YYYY" and "MM" fields with the year and month.

Click "Create"

Locate the newly-created program and update the name, replacing "XXXX" with the 4 numbers at the end of the URL

Assets

Open the "assets" folder and look for the follow-up email.

Preview the email and make sure the send settings are correct. If anything is wrong or needs to be updated, you can do so now.

Once it's good to go, click "Email Actions" and then "Approve"

Open the "Lists" Folder and make sure there's a relevant list for the form

Campaigns

Open the "Campaigns" folder. There should be three smart campaigns.

00-Filled out Form (Member)

Smart list should include the "Person is Created" trigger and the "Added to List" trigger referencing the list for the campaign.

For the Flow step, scroll down to steps 4 and 5

If there is someone at the dealership who should get an alert when the form is filled, add their info the step 4

Add the email you want to send in step 5. The quickest way to do this is to type the 4 numbers we used to update the program name above, and then select the email that results

Click to the Schedule tab and click "Activate"

01-Engaged (Program Success)

In the Smart List tab, add the email for the campaign to the trigger

Double-check the Flow steps (nothing should need to be changed here)

Activate the campaign in the Schedule tab

02-Remove from List (Operational)

First, check the smart list to make sure the correct list is referenced in the filter

The Flow step should be to just remove the user from that list

In the Schedule tab, click "Schedule Recurrence" at the top of the window

Copy the settings seen below (With the date being whatever the current date is)

Click "Save"

Your smart campaigns should now show as active or scheduled in the browser!