1 Reply Latest reply on Jan 18, 2019 10:35 AM by Amy Goldfine Connor

    How to stop newly created leads from entering the nurture programs?

    Madhavi T

      Hi Everyone,

       

      Can you please suggest on how to stop new leads(whom we don't want to nurture but add them to the database) from entering any nurture campaign? (Here nurture campaigns are specifically created to nurture new leads)

      Should we add a suppression under each nurture program or do we have any other options to do so? Please suggest.

        • Re: How to stop newly created leads from entering the nurture programs?
          Amy Goldfine Connor

          You are on the right track. You need to figure out what the common criteria is between the leads that you want to prevent from entering nurture—could be a certain value in an existing field field like Person Source, or a new field that you need to create and populate using hidden website fields or some other manner. Then you need to set up your nurture so that people with that certain criteria are not added to it.

           

          Without seeing your exact setup, I am assuming you have a Smart Campaign to add people to the Engagement Program, maybe called "01 Add to Stream", and the Smart List trigger is "Person is Created." If, for example, you wanted to prevent people who have Person Source = Sales Sourced to the Engagement Program, you would add a filter "Person Source is not Sales Sourced" to the Smart List.