Hello MKTG Nation,
I am trying to determine the best way to track a lead from free trial to membership. The free trial field that we use is a date field, which is populated when they start the free trial. The membership field is a boolean. I want to see all of the touch points (program membership/activity) that may have influenced their decision to convert to membership.
Currently, we do not have lead scoring set up, which I feel like would be a good solution. Is it possible/worth it to set up a lead life cycle path for something like this?
I'm looking forward to your feedback!