Building the Lead Nurturing Workflow
To build the lead nurturing workflow, complete the following tasks:
If you have not already done so, complete the prerequisite tasks before you begin this step for the lead nurturing workflow. See Before You Build the Lead Nurturing Workflow.
Create the Workflow Definition
Create the workflow definition and define the basic workflow properties, the workflow initiation, and the workflow initiation condition. The workflow should only initiate after a user saves a new Lead record with an Industry Type of Software.
To create the workflow definition and define when the workflow initiates:
-
Go to Customization > Workslows > Workflow > New.
-
On the New Workflow page, enter the following properties:
Section
Property Name
Value
Basic Information
Name
Lead Nurturing
Record Type
Customer
Sub Types
Lead
Release Status
Testing
Initiation
Event Based
checked
Event Definition
On Create
checked
On View or Update
unchecked
Trigger Type
After Record Submit
-
In the Event Definition section, select Visual Builder and click the Open icon to open the Condition Builder.
-
In the Workflow Condition window, enter the condition properties in the following columns:
Column Name
Value
Field
Industry
Compare Type
any of
Selection
Software
-
Click Add.
-
Click Save to save the condition.
-
Click Save to save the workflow definition.
Create the Workflow Fields
The workflow executes actions in the workflow states based on the way each recipient responds to the lead nurturing campaign events. The workflow uses workflow fields, based on campaign events responses, to determine the actions and transitions to run. You must create two workflow fields: Webinar.Response and CaseStudy.Response.
For more information, see Workflow Custom Fields.
To create the campaign response workflow fields:
-
Make sure the Lead Nurturing workflow is open, created in Create the Workflow Definition.
-
In the context panel, click the Workflow tab, click the Fields view, and then click New Workflow Field
-
On the Workflow Field window, enter the following properties:
Property
Description
Label
Webinar.Response
Type
List/Record
List/Record
Campaign Response
Store Value
checked
-
Click Save.
-
Repeat the above steps to create another field with the label CaseStudy.Response.
Next Step: To continue with the lead nurturing workflow example, go to Creating States for the Lead Nurturing Workflow.