SOLVED

Nurture campaign that launches Smart Campaigns as part of a flow

Go to solution
Anonymous
Not applicable

Nurture campaign that launches Smart Campaigns as part of a flow

Hi,
I'm building out a Nurture campaign. We have names in our db that are "Untouched" and I'm trying to move them into an "Open" stage. The problem is is that our lead management group will often move "Untouched" leads into our reps "Open" view in SFDC. So... I'm worried that if I start an Untouched Nurture campaign then a name will be stuck in it whether or not their status becomes Open. If it's Open, I want to remove them from the flow...

My thought is to have a rather manual flow - perhaps launching a Smart Campaign quarterly. Instead of using "wait" and launching an email, I would like to launch a Smart Campaign that builds a new Smart List based on members not in 1st Success Smart List , and lead status not equal to "Open".

Is it possible call a Smart Campaign from a flow? I see "Request Campaign" but that doesn't seem like it works like I would expect it to.

Thanks for any help.
Tags (1)
1 ACCEPTED SOLUTION

Accepted Solutions
Anonymous
Not applicable

Re: Nurture campaign that launches Smart Campaigns as part of a flow

We have several Nurture Campaigns and have them configured so that they will not continue if a Lead moves to another stage.  The smart campaigns for doing that are rather complex, bu I would be happy to share with you.  Let me know if you'd like to explore further.

View solution in original post

3 REPLIES 3
Anonymous
Not applicable

Re: Nurture campaign that launches Smart Campaigns as part of a flow

Sounds like you're looking for a new smart campaign:

Trigger: data value changes: lead status
old value:Untouched
new value: Open

Flow: Remove from flow (other campaign)
Anonymous
Not applicable

Re: Nurture campaign that launches Smart Campaigns as part of a flow

Also, to use "Request Campaign", you're going to have to add a trigger in the campaign being requested called "Campaign is requested" 

Best, 
Dan
Anonymous
Not applicable

Re: Nurture campaign that launches Smart Campaigns as part of a flow

We have several Nurture Campaigns and have them configured so that they will not continue if a Lead moves to another stage.  The smart campaigns for doing that are rather complex, bu I would be happy to share with you.  Let me know if you'd like to explore further.