2 Replies Latest reply on Jul 15, 2015 9:45 AM by Megan Reed

    Reset Progression Steps in a Trigger Campaign

    Megan Reed

      I am setting up a few trigger emails for when leads hits a certain score requesting a meeting. The emails are light enough that I think it would be okay for a lead to receive the same email as long as they were at least 30 days apart, so I'd like them to be able to run through the flow and progression steps again as they are recycled, etc. What's the best way for me to set this up as I know I will get the "lead cannot move to an earlier progression step" error (or whatever the error is)?

       

      I've considered removing them from the program after a wait step of 30 days. Would that work? How would that affect the program and reports?

       

      Any thoughts or advice would be greatly appreciated.