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Custom Lead Nurture Program Functionality

Question asked by Bethany Smilovitch on Jul 9, 2018
Latest reply on Jul 9, 2018 by Bethany Smilovitch

Hello -


We have created a custom lead nurture program and looking for some best practices on the below scenario.


If a lead enters the program we have content that will last about two years. We update the content for each step periodically. Once they reach the last step of the campaign, we would like them to start back at step 1 (as this content will have been updated by the time they run through the entire program).


1. What is the best way to add leads back to step one? Would it be to create a new smart list within step one to add these leads back to the program again, or would it be to add an addition trigger to the existing smart campaign within step 1?

2. Currently to add leads to the next step of the campaign, we use a Trigger saying "Email is delivered (for previous step)". Should we continue to use this same smart list for leads that are being recycled, or create new smart campaigns specifically for these leads to make them progress to the next step?

3. We would also like to report on these leads separately. Is this at all possible? Each program is synced to our SFDC instance. Is there anyway to prevent these recycled leads from changing the current program stats, and be reported separately? We would like to only have one email creative for each program.

4. The first time the lead runs through each step, their status will be updated to Sent, Delivered, Opened, Clicked, etc. Should these lead run through the same smart campaigns again to have their status updated for next time they are sent the campaign? We would have to change the frequency for each smart campaign to allow them to run through once every 24 months.