Nurture Program for Opportunities 30+ Days Old | Community
Skip to main content
A
Anonymous
April 4, 2014
Solved

Nurture Program for Opportunities 30+ Days Old

  • April 4, 2014
  • 2 replies
  • 1042 views
Since our reps are a bit leary of having emails sent to their opportunity contacts, they have asked that I wait until the opportunity is 30 days or older OR no rep activity has been logged for at least 7 days to begin nurture. I'm trying to figure out how I can build a Smart List that will add contacts to my existing Engagement Program on day 31. 

Any ideas on the best way to do this? I don't want to go back farther than about 6 months so I tried specifying 31 to 180 days in the timeframe but it didn't work. 

Thanks in advance!

- Kara
This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.
Best answer by
Add everyone to you workflow that is greater than 30 days with your specified filter. Then as the first step in the workflow you could add a  remove from workflow step with a constraint to remove anyone that is older than 90 days. If they are less than 90 days you would do nothing. 

Also, before each email send you could also do a check to see if an activity had been logged in the last 7 days. 

2 replies

A
Anonymous
Accepted solution
April 4, 2014
Add everyone to you workflow that is greater than 30 days with your specified filter. Then as the first step in the workflow you could add a  remove from workflow step with a constraint to remove anyone that is older than 90 days. If they are less than 90 days you would do nothing. 

Also, before each email send you could also do a check to see if an activity had been logged in the last 7 days. 
A
Anonymous
April 4, 2014
Great idea, Thanks!
Terms & ConditionsAccessibility statement

Loading footer...