Smart Campaign Logic Question - "at least 4 days"

Forum|Forum|10 years ago
January 14, 2016
3 replies
2287 views

Does anyone know how I would build smart campaign for the following logic scenario?

When a lead MQLs, their Status is set to OPEN. If the lead owner doesn't make outreach (changing Status to MADE OUTREACH) within 3 days, I need to create a Marketo notification to the lead owner. I'm struggling with how to do this.

Anyone have an idea?

Marketo

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Best answer by JohnCl9

Hi Molly,

What you can do is have a 3 day wait step, and then either a Send Email or a Create Task flow step with a choice. The choice would say "If Status is Open, then Send Email or Create Task" and the default would be do nothing.

This allows you to check the lead's status at the end of the 3 days.

John

Molly_CousinsAuthor

New Participant

Thank you both!! Both good approaches.

Dory_Viscoglio

New Participant

Hey Molly, I would create a smart campaign triggered upon change to MQL.

Flow:

1. Wait 4 days.

2. Remove from campaign IF Status is Made Outreach.

3. Send Alert

Dory_Viscoglio

New Participant

John's method would work too just two different ways to approach the same problem.

J

JohnCl9Accepted solution

Employee

Hi Molly,

What you can do is have a 3 day wait step, and then either a Send Email or a Create Task flow step with a choice. The choice would say "If Status is Open, then Send Email or Create Task" and the default would be do nothing.

This allows you to check the lead's status at the end of the 3 days.

John

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