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Sales Insight: Show Enrolled Nurture Programs

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haleypacker
Level 1

Sales Insight: Show Enrolled Nurture Programs

Hi,

Does anyone know how to show engagement (specifically nurture) programs that someone was recently enrolled in on the Sales Insight tool? We have an "Added to SFDC Campaign" trigger for our nurture programs, but after adding people to the programs, our salespeople have no way of seeing that information in the Sales Insight tool until the prospect starts receiving emails. Ideally, I would like the Email Campaigns section to show this info. Any ideas?

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Michael_Florin
Level 10

Re: Sales Insight: Show Enrolled Nurture Programs

How about creating an "Interesting Moment"? Could look like this:

Smart List: Trigger "Added to Engagement Program" is any

Flow: Interesting Moment, Type: Milestone, Description: "Person entered nurture: {{trigger.Name}}"

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Michael_Florin
Level 10

Re: Sales Insight: Show Enrolled Nurture Programs

How about creating an "Interesting Moment"? Could look like this:

Smart List: Trigger "Added to Engagement Program" is any

Flow: Interesting Moment, Type: Milestone, Description: "Person entered nurture: {{trigger.Name}}"

View solution in original post

haleypacker
Level 1

Re: Sales Insight: Show Enrolled Nurture Programs

I'll give that a try. Thanks!