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I feel like I must be doing something incorrectly.
When a Marketing Automation campaign is started the matching records aren't becoming participants.
In my sample of filter shows 5 records as matching but even after running for several hours it still shows 0 participants.
Running 16 on sh.
What step am I missing?
Should have mentioned I was testing in a STAGING branch on SH. I think I've found the issue.
Created a testing Marketing Automation campaign in production (didn't like doing that) and it seemed to work fine.
The two required server actions, 'Marketing Automation: execute activities' and 'Marketing Automation: sync participants' are setup as scheduled actions. It would seem that when a staging branch is created they are set to inactive.
Participants may not be added due to:
Double-check filters, test with a known contact, and ensure the automation is live. Let me know the platform for specific help!
How have you set up the filter? I have had some similar issues in the past with the Marketing automation, but it works fine, and the participants are added, when I set the same filter on the campaign and on the activity.
If you have the filter set on the campaign, but nothing on the activity, this could be the issues?
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I found this Jose video at 7:35 that mentions matching records https://youtu.be/p8tDeDQHbaE?si=RDr0s-FabSEGfScU&t=455