Criteria to move leads from MCL to MEL

[Anonymous]

I was wondering what triggers everyone uses to move their leads from MCL to MEL. Currently, ours is set up only to move - Clicked link in email (any) or filled out form (not demo) to MEL. Should we also have 'visited booth at tradeshow'? Am i missing others? I want to ensure these leads are moving through properly.

[Nicole_Mossinge]

Hi Kelly:

You can base the transition from MCL (Marketing Captured Lead) to MEL (Marketing Engaged Lead) based on any activities that are relevant in your buying process. Particularly when it comes to events, you can leverage the Program Statuses; "Visited Booth" at a trade show si certainly one of the more common ones, downloads .PDF is another common option.

Keep in mind that most of the valuable activities use registration forms in one way or the other, so the Fills Out Form trigger is fairly universal.

Hope this helps.

[Anonymous]

The key here is to watch all channels...Lots of engagment is on the web-site days after a go-live of an out-bound campaign and is often miss-attibuted to organic or PPC.