Sending Email Alerts For Revenue Stage SLA Expiration

Version 5

    There is no trigger available to trigger specifically on when leads sit in an SLA stage past the number of days specified for SLA.

     

    One solution to handle this would be the following:

     

    Create two campaigns that will monitor when the lead enters and exits the SLA Revenue Stage.

     

    1st Campaign - Adds leads to an alert campaign when a lead enters your SLA Revenue Stage

     

    1. Set the Smart List to the trigger for Revenue Stage Change with the constraint for New Stage = Your SLA Stage

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    2. Set the Flow.
    - The first step in the flow will be a Wait step that is set to the same number of days of your SLA.
    - The second flow step will be a Send Alert step that will alert the necessary Lead Owner or other parties.
    - If a secondary alert is needed after another period of time, create a second wait step followed by another send alert step. Repeat if necessary.


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    3. Set the Qualification Rule in the Schedule Tab to 'Run flow every time'

     

    2nd Campaign - Removes leads from the 1st campaign if the lead exits the SLA Revenue Stage

     

    1. Set the Smart List to the trigger Revenue Stage Change with the constraint Old Stage = Your SLA Stage


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    2. Set the Flow step to the Remove From Flow step. Setting the Campaign value to the name of the 1st campaign you created.


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    3. Set the Qualification Rule in the Schedule Tab to 'Run flow every time'