Re: Trigger a campaign off of age of Lead

Anonymous · ‎08-08-2013

Can you trigger a campaign off the age of a Lead?

Example:
Lead hits the 90 day mark and I want to add them to an engagement stream if they have a certain Lead status.

This possible?

Anonymous · ‎08-08-2013

Absolutely. There are a few ways to do this.

In MKTO, create a smartlist for Leads not created in the past 90 days. You'll want to use the "Lead was created" criterion.

For your campaign, use a trigger that looks for when the lead is added to the smartlist.

If you're using SFDC, you can also create a field call "Lead Age" that counts the number of days since the lead has been created (or other date field).

Then, create a MKTO campaign that triggers off when this field is greater than 90 days.

View solution in original post

Anonymous · ‎08-09-2013

Hey guys,

Thanks for the ideas!

@Charlie - The smart list idea will work great!

Jeff

Anonymous · ‎08-08-2013

Absolutely. There are a few ways to do this.

In MKTO, create a smartlist for Leads not created in the past 90 days. You'll want to use the "Lead was created" criterion.

For your campaign, use a trigger that looks for when the lead is added to the smartlist.

If you're using SFDC, you can also create a field call "Lead Age" that counts the number of days since the lead has been created (or other date field).

Then, create a MKTO campaign that triggers off when this field is greater than 90 days.

Anonymous · ‎08-08-2013

Not sure for how many age groups you'd want to do this, but could you have a trigger campaign running that is:

Smart List
Trigger-Lead is Created

Flow:
Wait 90 Days
If lead status = "x" add to stream
Else "Do nothing"

Would this work?