State 5 Free Trial Offer
After you set up State 4 Industry Comparison, set up State 5 Free Trial Offer. If a lead did not click through the case study, this state sends a free trial offer email. To set up State 5, create a Send Campaign Email action.
To set up State 5 Free Trial Offer:
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Make sure the Lead Nurturing workflow is open from the step State 4 Industry Comparison.
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Select State 5 Free Trial Offer 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 : Try us free for 30 days
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Click Save.
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Next Step: Now that the workflow setup is complete, test and then release the workflow. To continue with the lead nurturing workflow example, go to Testing the Lead Nurturing Workflow.