Lead Nurturing Template

The Lead Nurturing Template creates a workflow for lead nurturing campaigns. After you create a workflow based on this template, you can edit the workflow to customize it according to your business needs. See Creating a Workflow from a Workflow Template.

The template requires you to specify a campaign email address to be used as the return address for emails sent by workflows based on this template. Additionally, if you have the Subscription Categories feature enabled, you must specify a subscription category for the template. Marketing is selected by default.

The Lead Nurturing Template implements the following rules:

Several permissions are required to use this template:

Workflow Definition Properties

The following table describes the workflow definition properties for the Lead Nurturing Template’s workflow definition:

Section

Property

Value

Basic Information

Record Type

Customer

 

Sub Types

Lead

 

Execute As Administrator

unchecked

 

Release Status

Not Initiating

 

Keep Instance and History

Only When Testing

 

Enable Logging

checked

 

Inactive

clear

Event Definition

On Create

checked

 

On View or Update

clear

 

Condition

None

 

Trigger Type

After Record Submit

Workflow Fields

The following table describes the workflow fields in the Lead Nurturing Template’s workflow definition:

Workflow Field Name

Description

Webinar.Response

Stores the lead’s response to the webinar invitation email.

CaseStudy.Response

Stores the lead’s response to the case study email.

States, Actions, and Transitions

The following table describes each state in the Lead Nurturing Template’s workflow definition and the actions and transitions in each state:

State Name

Actions

Transitions

Webinar Invitation

  • Send Campaign Email. Sends an email to the lead record with an invitation to the webinar when the record enters the state. This invitation includes a link to an online registration form.

  • Subscribe To Record. If the lead clicks a link in the email, the campaign email response record is updated which triggers the workflow to transition to the next state.

  • Transitions to Wait 1 Day if the lead clicks a link in the webinar invitation.

  • Transitions to Industry Comparison if the lead does not click a link in the webinar invitation within 14 days.

  • Transitions to Exit if the lead’s record is converted to be a customer during the workflow.

Industry Comparison

  • Send Campaign Email. Sends an email to the lead record containing industry comparison information when the record enters the state.

None. The lead exits the workflow at this state.

Wait 1 Day

None. The state includes a 1–day delay before transitioning to Email Case Study.

  • Transitions to Email Case Study after 1 day.

Email Case Study

  • Send Campaign Email. Sends an email to the lead record with a link to a case study when the record enters the state.

  • Subscribe To Record. If the lead clicks a link in the email, the campaign email response record is updated which triggers the workflow to transition to the next state.

  • Transitions to Wait 3 Days if the lead clicks a link in the case study.

  • Transitions to Free Trial Offer if the lead does not click a link in the case study in 7 days.

  • Transitions to Exit if the lead’s record is converted to a customer during the workflow.

Free Trial Offer

  • Send Campaign Email. Sends an email to the lead record with a free trial offer when the record enters the state.

None. The lead exits the workflow at this state.

Wait 3 Days

None. The state includes a 3–day delay before transitioning to Customer Testimonial.

  • Transitions to Customer Testimonial after 3 days.

Customer Testimonial

  • Send Campaign Email. Sends an email to the lead record with a customer testimonial when the record enters the state.

  • Transitions to Exit to complete the workflow.

Exit

None. The record completes the workflow in this state.

None. The record completes the workflow in this state.

Related Topics

General Notices