State 1 Webinar Invitation

To set up State 1 Webinar Invitation:

1. Make sure the Lead Nurturing workflow is open from the step Creating Transitions for the Lead Nurturing Workflow.

2. Select State 1 Webinar Invitation in the diagrammer.

3. To create the Send Campaign Email action:

   1. Click New Action on the State tab in the context panel.

   2. Click Send Campaign Email in the New Action window.

   3. Enter the following properties:

      Property	Value
      Transition On	Entry
      Recipient	Send To Current Record
      Campaign Event	New Lead Nurturing : Trends in Internet Security
      Store Result In	Webinar.Response (Workflow)

   4. Click Save.

   Since the lead nurturing workflow determines which template to send based on campaign response, subscribe to the campaign response field for the webinar. This way the workflow instance on the lead record triggers each time the campaign response changes.

4. To create the Subscribe To Record action for the campaign response:

   1. Click New Action on the State tab in the context panel.

   2. Click Subscribe To Record in the New Action window.

   3. In the Field dropdown list, select Webinar.Response.

   4. Click Save.

   If the lead's record is closed during this workflow, it leaves the workflow and does not receive further email. Each non-exit state in the workflow has a transition to the exit state.

5. To set up the transition to State 6 Exit:

   1. In the diagrammer, double-click the transition from State 1 Webinar Invitation to State 6 Exit.

   2. In the Workflow Transition window, select Visual Builder and click the Open icon to open the Condition Builder.

   3. In the Workflow Condition window, enter the following condition properties:

      Column Name	Value
      Field	Status
      Compare Type	any of
      Selection	Closed Won

   4. Click Add.

   5. Click Save to save the condition.

   If the lead clicks on a link in the Webinar Invitation, they move to State 1a Wait for 1 day where they will wait for 1 day before moving to State 2 Email Case Study.

6. To set up the transition to State 2 Email Case Study:

   1. In the diagrammer, double-click the transition from State 1 Webinar Invitation to State 1a Wait 1 day.

   2. In the Workflow Transition window, select Visual Builder, click the Open icon to open the Condition Builder, and create a condition with the following properties:

      Column Name	Value
      Record	Webinar.Response
      Field	Response
      Compare Type	any of
      Selection	Clicked Through

   3. Click Add.

   4. Click Save to save the condition.

7. Click Save to save the transition.

   If the lead does not click on a link in the Webinar Invitation, the record moves to State 4 two weeks later.

8. To set up the transition to State 4 Industry Comparison:

   1. In the diagrammer, double-click the transition from State 1 Webinar Invitation to State 4 Industry Comparison.

   2. In the Workflow Transition window, set the following properties:

      Property	Value
      Transition On	Scheduled
      Delay	14
      Unit	Day

9. Click Save to save the changes to the transition.

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