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A
Anonymous
March 25, 2013
Question

Did I set this up right?

  • March 25, 2013
  • 5 replies
  • 922 views
I want to set up an email to go out to a lead who is still in a 'working' lead status two weeks after the lead is created.  Can someone tell me if I've set up my Smart Campaign correctly....

Smart List
Lead is Created > Form Name: is 'Form Names'
Lead Status > is 'Working'

Flow
1. Wait > Duration: 2 weeks
2. Send Email

Thank you!
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5 replies

A
Anonymous
March 25, 2013
Hi Diana,

Change the campaign to look like this:

Smart List
Lead is Created > Form Name: is 'Form Names'
Lead Status > is 'Working'

Flow
1. Wait > Duration: 2 weeks
2. Add Choice: If Lead Status is Waiting, Send Email, Else: Do Nothing

This way the flow will check to make sure that the lead is still in the waiting stage. If you did not add this, it would send the email to all that qualified for the original smart list two weeks prior.
A
Anonymous
March 25, 2013
Alternatively, you could add a remove from flow step prior to send email.

You would still have to add a choice that stated:

If lead status is not working, remove from "Name of campaign"
Else: Do Nothing
A
Anonymous
March 25, 2013
Thanks for your help, Thomas! I made your suggested changes and activated the campaign, but the Results section doesn't show that any emails went out.  Looking in salesforce, there are 15 leads created on 3/11 that meet my criteria..?
A
Anonymous
March 26, 2013
When the lead is created the Lead Status may not yet be set to "Working".  If you have the "If Lead Status is Working" choice in your Send Email flow action, you can remove the Lead Status > is 'Working' filter in the Smart List of your smart campaign.
A
Anonymous
March 26, 2013
What Elliot said.

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