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February 17, 2014
Question

How to indicate which flow step leads are currently in

  • February 17, 2014
  • 3 replies
  • 921 views
Hi,

I need to export a list for sales with leads from a nurturing campaign, indicating which step they are currently in.

Has anyone faced the same challenge and is there a simple solution to that?

Thanks,
Anton
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3 replies

February 17, 2014
I am also interested in a simple way to view this. 

The workaround if there is not an out of the box solution is having a field that is updated based on what step they are at in your workflow. E.g. before your second wait step you could update a data value on a custom field called "Campaign Step" with a value of "Wait Step 2". Then before sending the email update with "Email 2 Sent" etc. 

Hope that helps. 
February 17, 2014
I'm with Jeff on this one.

I don't think there's an out of the box solution for this - the smart campaign will tell you how many leads are in a wait step, but not who.

I would probably implement what Jeff suggested. From there, you can go back and see which emails have been delivered to leads and mark them with the appropriate Wait Step value.
February 18, 2014
Thanks for your suggestions but it seems more like a proactive solution, while I need to do this retroactively as my campaign has been running since October.