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The campaign lifecycle runs in two directions — outbound (steps 1–4) and inbound/writeback (steps 5–7). Every step is connected through the native Clay ↔ Salesforce connector, eliminating manual CSV transfers.
📋 Note: The diagram below shows the full flow. Import this page into Confluence, then insert the Campaign Lifecycle Diagram (separate HTML snippet) into an HTML macro directly below this paragraph.
Stage 1 — Campaign brief and audience setup
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- Status = Responded
Reply Classification: the captured value (Positive, Neutral, etc.
And Lead record:
- SLV36_Pardot_Question_Asked__c = Email reply content
Business rule:
The Campaign Member field Has Replied is set to TRUE automatically on first response and is set-once.
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Salesforce fields in scope
| Write-back type | Salesforce Object | Field | Value / Logic |
|---|---|---|---|
| Reply write-back | Campaign Member | Status | Responded |
| Reply write-back | Campaign Member | Reply Classification | Captured value, for example Positive, Neutral, Negative |
| Reply write-back | Campaign Member | Has Replied | Set automatically to TRUE on first response; set-once logic |
| Reply write-back | Lead | SLV36_Pardot_Question_Asked__c | Email reply content |
| Bounce / unsubscribe write-back | Lead | clay_external_hard_bounce__c | TRUE or FALSE |
| Bounce / unsubscribe write-back | Lead | HasOptedOutOfEmail | TRUE or FALSE |
| Enrichment write-back | Lead | Clay Company Description | Captured / enriched value |
Open point
Demand7 and Marcom to define the final write-back automation approach and sync cadence.
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