How to indicate which flow step leads are currently in

[Anonymous]

Hi,

I need to export a list for sales with leads from a nurturing campaign, indicating which step they are currently in.

Has anyone faced the same challenge and is there a simple solution to that?

Thanks,
Anton

[Anonymous]

I am also interested in a simple way to view this. 

The workaround if there is not an out of the box solution is having a field that is updated based on what step they are at in your workflow. E.g. before your second wait step you could update a data value on a custom field called "Campaign Step" with a value of "Wait Step 2". Then before sending the email update with "Email 2 Sent" etc. 

Hope that helps. 

[Anonymous]

I'm with Jeff on this one.

I don't think there's an out of the box solution for this - the smart campaign will tell you how many leads are in a wait step, but not who.

I would probably implement what Jeff suggested. From there, you can go back and see which emails have been delivered to leads and mark them with the appropriate Wait Step value.

[Anonymous]

Thanks for your suggestions but it seems more like a proactive solution, while I need to do this retroactively as my campaign has been running since October.