Creating a Lead Nurturing Campaign
Each lead nurturing campaign tracks each message sent as a different campaign event on the Lead Nurturing subtab of the campaign record.
Before you create your lead nurturing campaign record, create the marketing templates to use for each event. For more information, see Email Marketing Templates.
To create a lead nurturing campaign:
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Go to Campaigns > Marketing > Marketing Campaigns > New.
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Under Primary Information, enter the title and other information related to the campaign.
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Under the Events subtab, click the Lead Nurturing subtab.
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In the Template Category column, select a category to filter the list of templates to this category.
This field is available only if you use the CRM Template Categories feature.
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In the Template column, choose one of the email marketing templates you want to use in this campaign.
Update the email subject in the Title column, or accept the subject on the template record.
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If you know the cost of this campaign event, enter it in the Cost column. You can update value this later.
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To offer a discount through this event, or to track this event with a promotion, select it in the Promotion column.
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Click Add.
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Repeat these steps for each different template you will use in your lead nurturing campaign.
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Click Save.
Now, you are ready to set up your lead nurturing workflow. For more information, see Lead Nurturing Workflow.