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March 15, 2013
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Nurture campaign that launches Smart Campaigns as part of a flow

  • March 15, 2013
  • 3 replies
  • 1090 views
Hi,
I'm building out a Nurture campaign. We have names in our db that are "Untouched" and I'm trying to move them into an "Open" stage. The problem is is that our lead management group will often move "Untouched" leads into our reps "Open" view in SFDC. So... I'm worried that if I start an Untouched Nurture campaign then a name will be stuck in it whether or not their status becomes Open. If it's Open, I want to remove them from the flow...

My thought is to have a rather manual flow - perhaps launching a Smart Campaign quarterly. Instead of using "wait" and launching an email, I would like to launch a Smart Campaign that builds a new Smart List based on members not in 1st Success Smart List , and lead status not equal to "Open".

Is it possible call a Smart Campaign from a flow? I see "Request Campaign" but that doesn't seem like it works like I would expect it to.

Thanks for any help.
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Best answer by
We have several Nurture Campaigns and have them configured so that they will not continue if a Lead moves to another stage.  The smart campaigns for doing that are rather complex, bu I would be happy to share with you.  Let me know if you'd like to explore further.

3 replies

March 15, 2013
Sounds like you're looking for a new smart campaign:

Trigger: data value changes: lead status
old value:Untouched
new value: Open

Flow: Remove from flow (other campaign)
March 15, 2013
Also, to use "Request Campaign", you're going to have to add a trigger in the campaign being requested called "Campaign is requested" 

Best, 
Dan
Accepted solution
March 16, 2013
We have several Nurture Campaigns and have them configured so that they will not continue if a Lead moves to another stage.  The smart campaigns for doing that are rather complex, bu I would be happy to share with you.  Let me know if you'd like to explore further.