Count times that a lead has become an MQL

[Anonymous]

Hi,

We have set up a lead handling program that lets Sales send leads back to nurture (after they've reached MQL status). We want to make sure leads can only go through nurture cycle max. 2 times and when they exceed that limit we want their status to change to disqualified.

Is there a way to do that? A token perhaps? How would that work?

Thanks,

Alexia

[Grégoire_Miche2 · Accepted solution]

The simplest way is to create a score field. Then you will need 2 smart campaigns :

• The first one triggers when the lead status changes to MQL and will add 1 to the score each time the status value changes to MQL.
• The second one will trigger when the status changes from MQL to nurtured and the score is greater or equal to 2, and will set the status to disqualified.

I recommend that you create the field in your CRM first (if your CRM syncs with Marketo) as an Integer (Type Number 18,0), then wait 5 minutes, go to Marketo admin -> Field Management and change the field type to score. Same if you use MS Dynamics, although the field mapping will be more complex.

-Greg

[Josh_Hill13]

I usually set this up as "Times Recycled" each time they are recycled by Sales.

[Anonymous]

Thanks Josh!

[Anonymous]

Thanks Greg, that's very useful!