Sales Insight: Show Enrolled Nurture Programs | Community
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haleypacker
New Participant
October 5, 2020
Solved

Sales Insight: Show Enrolled Nurture Programs

  • October 5, 2020
  • 1 reply
  • 1959 views

Hi,

Does anyone know how to show engagement (specifically nurture) programs that someone was recently enrolled in on the Sales Insight tool? We have an "Added to SFDC Campaign" trigger for our nurture programs, but after adding people to the programs, our salespeople have no way of seeing that information in the Sales Insight tool until the prospect starts receiving emails. Ideally, I would like the Email Campaigns section to show this info. Any ideas?

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Best answer by Michael_Florin-2

How about creating an "Interesting Moment"? Could look like this:

Smart List: Trigger "Added to Engagement Program" is any

Flow: Interesting Moment, Type: Milestone, Description: "Person entered nurture: {{trigger.Name}}"

1 reply

Michael_Florin-2
Michael_Florin-2Accepted solution
New Participant
October 5, 2020

How about creating an "Interesting Moment"? Could look like this:

Smart List: Trigger "Added to Engagement Program" is any

Flow: Interesting Moment, Type: Milestone, Description: "Person entered nurture: {{trigger.Name}}"

H
haleypackerAuthor
New Participant
October 12, 2020

I'll give that a try. Thanks!

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