Auto-Enroll Contacts into a Live Campaign

Live campaigns are per-contact triggered sequences: each enrolled contact runs the multi-step sequence on their own timeline. There are three ways to get contacts into one:

1. Manually, from Generate Pipeline (/generate/accounts) — enroll a single account's contacts, bulk-select accounts, or run a background bulk enrollment.
2. From a workflow, via the Enroll in Campaign task, which enrolls a contact when the workflow reaches that step.
3. Automatically via enrollment triggers — powered by the same shared trigger system as workflows. This guide covers that third path.

What Enrollment Triggers Do

Campaign enrollment runs on the same trigger system as workflows: a single organization trigger can fan out to workflows and/or campaigns. When you add an enrollment trigger you can either pick an existing trigger or create a new one inline, using the same point-and-click trigger forms as the workflow builder. Supported trigger types:

• A contact, opportunity, or account being created or updated.
• An activity being created.
• A contact associated with an open opportunity (see below).

Common plays:

• Re-engage contacts on an opportunity that was just marked Closed Lost.
• Enroll contacts as soon as they're associated with a new open opportunity.
• Start a sequence when an account moves into a target tier.

Where to Find It

Open the Live Campaign builder at Campaigns → your campaign (/generate/outreach/[id]). With GTM Sending delivery selected, go to the Build & test step and find the Enrollment triggers section. You can also manage the same triggers from campaign settings.

Because they're shared org triggers, enrollment triggers also show up on the Process Map as a distinct campaign automation node — separate from Workflows and Agents — with a link from the trigger to the campaign it enrolls into.

Note: The campaign must be turned on for triggers to run. If it hasn't been activated yet, the Enrollment triggers section prompts you to activate first.

1. Pick an Existing Trigger or Create a New One

In the Add enrollment trigger dialog, choose Use existing trigger to link a trigger you (or a workflow) already set up, or Create new trigger to build one here. Creating a new one asks for a name, a trigger type, and the type-specific configuration — the same forms the workflow builder uses.

For a closed-lost re-engagement play, create a When an opportunity is updated trigger. To catch contacts entering active deals, use the Open Opportunity trigger.

2. Configure the Trigger

Narrow which records fire the trigger with point-and-click conditions — no JSON. For example, add Stage is Closed Lost so the trigger only fires when an opportunity actually reaches that stage. Leave conditions empty to fire on every matching event.

The Open Opportunity trigger fires for the contacts associated with an opportunity when it's created or updated (both toggleable). Turn on Only open opportunities to fire only while the opportunity is in an open stage (not won or lost), and add conditions on the opportunity's own fields if needed.

3. Choose Which Contacts to Enroll

For opportunity and account triggers, the record isn't a contact — so GTM Engine enrolls the contacts associated with that opportunity or account (via the record's contact associations), not the opportunity or account itself.

By default all associated contacts are enrolled. Turn on Only contacts with recent activity to narrow the set to engaged contacts, and optionally set a day window (e.g. only contacts with activity in the last 30 days).

Contact triggers enroll the contact directly, so this section doesn't apply to them.

4. Set a Cooldown

A cooldown prevents re-enrolling the same contact too soon if the trigger fires repeatedly. Set it in days.

After Setup

Once the campaign is on, matching CRM events automatically enroll the resolved contacts, who then run the sequence on their own timeline. Enrollment respects the campaign's inbox pool, daily limits, and opt-out handling — anyone who already unsubscribed won't be re-emailed. Track enrollments and sends in the campaign's roster and analytics the same way as any native campaign. (See Buy & Warm Sending Domains for how native sending works.)

Tip: Wait Before the First Send

For plays like a closed-lost relight, you often want to enroll contacts now but not reach out for a while. In the Live Campaign builder's Build & test step, the first step has an editable initial delay (minutes, hours, days, weeks, or months) applied after enrollment. Set it to, say, 3 months so enrolled contacts sit quietly before the first email goes out. Leave it at 0 to send immediately on enrollment.