JavaScript Self-Referencing Campaigns

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Self Referencing Campaigns are extremely useful tools to allow campaigns add dynamic information to their work day.

A self referencing data table shows all the previous records that match pre-specified search criteria.

The system uses AJAX, another word for complicated client side JavaScript. Being who we are in the BE support team, we've prepacked the whole lot and made it a couple of lines of work emoticon.


1 Step 1. Create a user for automated lookups

We need a dedicated secure user in order to be used as the user to do these lookups.

The suggested user is called

  • Firstname: Automated
  • Surname: Lookup
  • Password: make this incredicbly long and complicated, it will never be used.
  • IP Range: This is vitally important. This system will only work from the IP addresses specified here.
  • External System Id: automatic
  • External System Key: passkey

Make sure NOTHING is ticked throughout the boxes below.

You also need to do the security jobs for the user.

  1. Add the user to the campaign.
  2. Ensure the user is added to the Everyone group in the Organogram in SAM.


2 Step 2. Modify the campaign for external lookups