How to Set up a Prospect Campaign for HawkSoft V2

The standard New Prospect Trigger will not work for Hawksoft V2 users.

Segment Rules

Campaign Settings

  • Sequence Type = Step Sequence

  • Segment = Prospect Segment with the above rules

  • In the Future

    • Add when = Matches Segment

    • Remove when = Does Not Match Segment

    • See screenshot below