I've created an engagement program for leads who are below the threshold of a Marketing Qualified Lead. However when new leads fill out our forms, their status is initially entered as 'Nurture' and then after a minute or so updates to 'MQL'. I would like to exclude these people from being entered in the engagement program to begin with because it's skewing our numbers. My idea was to create a delay between when a person is created and when they're added to the nurture campaign but I was not sure whether the constraints I selected were right. This is what my triggers look like now. Can someone please advise whether the 'created in future after' constraint means the trigger is activated the specific amount of time after the person is created? If not, how can we implement a delay between person is created and person is added to engagement? Thank you!
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Yeah, like Greg said. What you have here won't work. The trigger fires at the time they are created, you're not delaying the firing of the trigger but just excluding them permanently.
Hi Amanda Hosek,
Could you just put a 2 hour wait step at the beginning of your flow steps? So, don't add any additional constraints to the person is created trigger, then add the wait step at the beginning of your flow.
Hi Valerie Whiting. This gets a bit tricky. Remember that multiple triggers act with an OR logic, so combining them doesn't work. That's why Greg was suggesting that you add a filter.
ex. (Trigger-1 OR Trigger-2) AND Filter-1
I'm assuming the problem is that they are being created from within the nurture campaign, which ads them directly to the program, but you want to delay before you add them. Your options vary based on how leads are being created. Your best bet may be to put the "create lead" action in a separate program, like a buffer program, and then use a smart campaign to evaluate the MQL status. You can run it as a daily batch or try using the "in past before" operator, but you will need to test it to see if it works.
Once you have the right selection trigger/filter, then you can add the MQL leads to the engagement program and set their status.
Also, a caution about using the "Wait" action in your flows, this will put your smart campaign at the bottom of your system queue. There was a good presentation about this at the last Marketo Summit.