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A
Anonymous
August 8, 2013
Solved

Trigger a campaign off of age of Lead

  • August 8, 2013
  • 3 replies
  • 1217 views
Can you trigger a campaign off the age of a Lead? 

Example:
Lead hits the 90 day mark and I want to add them to an engagement stream if they have a certain Lead status.

This possible?
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Best answer by
Absolutely. There are a few ways to do this.

In MKTO, create a smartlist for Leads not created in the past 90 days. You'll want to use the "Lead was created" criterion.

For your campaign, use a trigger that looks for when the lead is added to the smartlist.

If you're using SFDC, you can also create a field call "Lead Age" that counts the number of days since the lead has been created (or other date field).

Then, create a MKTO campaign that triggers off when this field is greater than 90 days.

3 replies

A
Anonymous
August 9, 2013
Hey guys,

Thanks for the ideas!

@Charlie - The smart list idea will work great!

Jeff
A
Anonymous
Accepted solution
August 8, 2013
Absolutely. There are a few ways to do this.

In MKTO, create a smartlist for Leads not created in the past 90 days. You'll want to use the "Lead was created" criterion.

For your campaign, use a trigger that looks for when the lead is added to the smartlist.

If you're using SFDC, you can also create a field call "Lead Age" that counts the number of days since the lead has been created (or other date field).

Then, create a MKTO campaign that triggers off when this field is greater than 90 days.
A
Anonymous
August 8, 2013
Not sure for how many age groups you'd want to do this, but could you have a trigger campaign running that is:

Smart List
Trigger-Lead is Created

Flow:
Wait 90 Days
If lead status = "x" add to stream
Else "Do nothing"

Would this work?
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