I am in the process of setting up a nurture program to trigger as the result of a sales rep adding a lead to a SFDC campaign. Usually, we have our nurture programs launch as a result of a lead entering the system overall, so this is a slightly new set up for me. I have set up standard email campaigns to go from Sales Insights/SFDC Campaigns but not a nurture, so the transitions are throwing me a little and I am not sure if I am a step behind each one or if I am setting these up right. We have 5 emails in this nurture track, and I have set up the streams as follows:
The plan to get this to activate is as follows:
At the very end (once Email 5 has been delivered), I have a final stream named "Program Complete" that I would like to move people into. For that, I have used a smart campaign that denotes the Smart List as the delivery of Email 5 and then the Flow to change the stream they are in.
Am I setting this up correctly? Or would it be smarter to have one stream for all five emails, and set the cadence from there - my only concern is if we wanted to change the cadence to be less regular (i.e. email 2 after 3 days, email 4 after 5 days etc). Can that be done in the standard cadence settings or would that then be an occasion to use the transition rules?
Help is always appreciated and if I have missed out any information, please let me know. Also, if my second
You can make this simpler.
But the point of an Engagement is that this is a Regular Cadence program where you add more and more content (or swap regularly). If you need an irregular cadence, use a smart campaign+wait steps.
Now, you can shift people to faster or slower streams, but the cadence itself is still regular in each stream.
Simpler is always appreciated! I do have further questions:
If you wouldn't mind laying it out in terms of set up for me, that would be hugely helpful.