Designing the Lead Nurturing Workflow
Before building a workflow, determine the required workflow states for the campaign. The lead nurturing campaign for Wolfe Electronics requires one state for each lead nurturing campaign event.
Lead Nurturing Campaign Summary
The lead nurturing workflow uses the following workflow definition properties:
Property |
Value |
---|---|
Record Type |
Customer |
Sub Types |
Lead |
Release Status |
Testing* |
Initiation |
Event Based |
Trigger Type |
After Record Submit |
* Use Testing until the workflow is ready for production, then set it to Released. |
The following table describes the states and the required actions and transitions:
State |
Actions |
Transitions |
---|---|---|
|
Transitions to the following states:
|
|
State 1a Wait 1 day |
There are no actions for this state. |
Transitions to the following state:
|
|
Transitions to the following states:
|
|
State 2a Wait 3 days |
There are no actions for this state. |
Transitions to the following state:
|
|
Transitions to the following states:
|
|
|
— |
|
|
— |
|
State 6 Exit |
— |
— |
Next Step: To begin with the lead nurturing workflow example, go to Before You Build the Lead Nurturing Workflow.