Count times that a lead has become an MQL | Community
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A
Anonymous
October 7, 2015
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Count times that a lead has become an MQL

  • October 7, 2015
  • 1 reply
  • 2158 views

Hi,

We have set up a lead handling program that lets Sales send leads back to nurture (after they've reached MQL status). We want to make sure leads can only go through nurture cycle max. 2 times and when they exceed that limit we want their status to change to disqualified.

Is there a way to do that? A token perhaps? How would that work?

Thanks,

Alexia

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Best answer by Grégoire_Miche2

The simplest way is to create a score field. Then you will need 2 smart campaigns :

  • The first one triggers when the lead status changes to MQL and will add 1 to the score each time the status value changes to MQL.
  • The second one will trigger when the status changes from MQL to nurtured and the score is greater or equal to 2, and will set the status to disqualified.

I recommend that you create the field in your CRM first (if your CRM syncs with Marketo) as an Integer (Type Number 18,0), then wait 5 minutes, go to Marketo admin -> Field Management and change the field type to score. Same if you use MS Dynamics, although the field mapping will be more complex.

-Greg

1 reply

Grégoire_Miche2
Grégoire_Miche2Accepted solution
Level 10
October 7, 2015

The simplest way is to create a score field. Then you will need 2 smart campaigns :

  • The first one triggers when the lead status changes to MQL and will add 1 to the score each time the status value changes to MQL.
  • The second one will trigger when the status changes from MQL to nurtured and the score is greater or equal to 2, and will set the status to disqualified.

I recommend that you create the field in your CRM first (if your CRM syncs with Marketo) as an Integer (Type Number 18,0), then wait 5 minutes, go to Marketo admin -> Field Management and change the field type to score. Same if you use MS Dynamics, although the field mapping will be more complex.

-Greg

Josh_Hill13
Josh_Hill13
Level 10
October 7, 2015

I usually set this up as "Times Recycled" each time they are recycled by Sales.

    A
    Anonymous
    October 9, 2015

    Thanks Josh!

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