State 2 Email Case Study
After you set up State 1a Wait 1 day, set up State 2 Email Case Study. If a lead clicked through the webinar invitation, this state sends an email with a case study to the lead. To set up State 2, create a Send Campaign Email action and a Subscribe To Record action and set up the transitions.
To set up State 2 Email Case Study:
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Make sure the Lead Nurturing workflow is open from the step State 1a Wait for 1 day.
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Select State 2 Email Case Study in the diagrammer.
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To create the Send Campaign Email action:
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Click New Action on the State tab in the context panel.
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Click Send Campaign Email in the New Action window.
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Enter the following properties:
Property
Value
Trigger On
Entry
Recipient
Send To Current Record
Campaign Event
New Lead Nurturing : Secure your network with Wolfe Electronics
Store Result In
CaseStudy.Response (Workflow)
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Click Save.
Since the lead nurturing workflow determines which template to send based on campaign response, subscribe to the campaign response field for the case study.
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To create the Subscribe To Record action for the campaign response:
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Click New Action on the State tab in the context panel.
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Click Subscribe To Record in the New Action window.
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In the Field dropdown list, select CaseStudy.Response (Workflow).
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Click Save.
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To set up the transition to State 6 Exit:
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In the diagrammer, double-click the transition from State 2 Email Case Study to State 6 Exit.
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In the Workflow Transition window, select Visual Builder and click the Open icon to open the Condition Builder.
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In the Workflow Condition window, enter the following condition properties:
Column Name
Value
Field
Status
Compare Type
any of
Selection
Closed Won
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Click Add.
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Click Save to save the condition.
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Click Save to save the transition.
If the lead clicks on a link in the Case Study, they move to State 2a Wait 3 days where they will wait 3 days before moving to Step 3 Customer Testimonial.
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To set up the transition to State 2a Wait 3 days:
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In the diagrammer, double-click the transition from State 2 Webinar Invitation to State 2a Wait for 3 days.
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Select Visual Builder, click the Open icon to open the Condition Builder, and create a condition with the following properties:
Column Name
Value
Record
CaseStudy.Response (Workflow)
Field
Response Type
Compare Type
any of
Selection
Clicked Through
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Click Add.
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Click Save to save the condition.
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Click Save to save the transition.
If the lead does not click on the link in the case study, the record moves to State 5 Free Trial Offer seven days later.
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To set up the transition to State 5 Free Trial Offer:
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In the diagrammer, double-click the transition from State 2 Email Case Study to State 5 Free Trial Offer.
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In the Workflow Transition window, set the following properties:
Property
Value
Transition On
Scheduled
Delay
7
Unit
Day
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Select Visual Builder , click the Open icon to open the Condition Builder, and create a condition with the following properties:
Column Name
Value
Record
CaseStudy.Response (Workflow)
Field
Response Type
Compare Type
any of
Selection
Received, Sent
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Click Add.
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Click Save to save the condition.
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Click Save to save the changes to the transition.
Next Step: To continue with the lead nurturing workflow example, go to State 2a Wait for 3 days.