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Anonymous
Apr 4, 2014 8:24 PM UTC
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Nurture Program for Opportunities 30+ Days Old

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
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Accepted solution
Apr 4, 2014 8:34 PM UTC
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. 
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2 replies

Anonymous
Accepted solution
Apr 4, 2014 8:34 PM UTC
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. 
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Anonymous
Apr 4, 2014 9:11 PM UTC
Great idea, Thanks!
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