Configuring Your Lead Nurturing Workflow
Before designing your own workflow, you should read SuiteFlow Overview and carefully map out how your lead nurturing campaigns are currently set up.
Be sure to make a note of:
-
which leads you send lead nurturing email to
This will help you determine the criteria your workflow uses to select recipients.
-
how you determine which templates get sent at each point of the lead nurturing campaign
You use this information to create states and transitions in the workflow.
-
how much time should pass before you sent each successive email message
You can implement these delays at any point in your workflow in the transitions.
As soon as you have all of this information, you can adapt the procedures for setting up the sample workflow. See Lead Nurturing Workflow.
You can only set up lead nurturing workflows with criteria that reference the campaign responses for lead nurturing campaigns. You cannot set workflow criteria that references the campaign responses for other types of campaigns.