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Anonymous
October 26, 2016
Question

Engagement program for cold leads

Hi - I am setting up an engagement program/nuture program for leads that come in and are cold. We want to be able to trigger a follow-up by the inside sales team if a lead is in the nurture program and after 6 months of being in the program, their lead score is <10 (meaning not engaged). Does anyone know how to set this up in Marketo?

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5 replies

Justin_Norris1
Justin_Norris1
Level 10
October 26, 2016

Ashley Binford​

One approach is that when someone gets added to the engagement program, that would trigger a smart campaign. The smart campaign would wait 6 months and then create a task/send an alert with a conditional, if the score <10, create task or send alert, otherwise do nothing.

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Anonymous
October 26, 2016

Thanks for that feedback. I've tried that but there is no way to set that 6

month period (spoke to Marketo Support).

How do you handle unengaged leads in an engagement program?

On Wed, Oct 26, 2016 at 3:44 PM, Justin Norris <marketingnation@marketo.com>

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Justin_Norris1
Justin_Norris1
Level 10
October 27, 2016

Hi Ashley Binford​,

You can definitely set a wait step of 6 months, but it won't happen within an engagement stream. You will need to create a separate smart campaign, either as a child of the engagement program or somewhere else.

TRIGGER

Added to Engagement Program [Your engagement name]


FLOW

Wait 6 months

Send Alert: If Score <10, Send Alert x to Lead Owner, otherwise do nothing

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