Building the Lead Nurturing Workflow

To build the lead nurturing workflow, complete the following tasks:

• Create the Workflow Definition

• Create the Workflow Fields

Important:

If you have not already done so, complete the prerequisite tasks before you begin this step for the lead nurturing workflow. See Before You Build the Lead Nurturing Workflow.

Create the Workflow Definition

Create the workflow definition and define the basic workflow properties, the workflow initiation, and the workflow initiation condition. The workflow should only initiate after a user saves a new Lead record with an Industry Type of Software.

To create the workflow definition and define when the workflow initiates:

1. Go to Customization > Workslows > Workflow > New.

2. On the New Workflow page, enter the following properties:

   Section	Property Name	Value
   Basic Information	Name	Lead Nurturing
   	Record Type	Customer
   	Sub Types	Lead
   	Release Status	Testing
   Initiation	Event Based	checked
   Event Definition	On Create	checked
   	On View or Update	unchecked
   	Trigger Type	After Record Submit

3. In the Event Definition section, select Visual Builder and click the Open icon to open the Condition Builder.

4. In the Workflow Condition window, enter the condition properties in the following columns:

   Column Name	Value
   Field	Industry
   Compare Type	any of
   Selection	Software

5. Click Add.

6. Click Save to save the condition.

7. Click Save to save the workflow definition.

Create the Workflow Fields

The workflow executes actions in the workflow states based on the way each recipient responds to the lead nurturing campaign events. The workflow uses workflow fields, based on campaign events responses, to determine the actions and transitions to execute. You must create two workflow fields: Webinar.Response and CaseStudy.Response.

For more information, see Workflow Custom Fields.

To create the campaign response workflow fields:

1. Make sure the Lead Nurturing workflow is open, created in Create the Workflow Definition.

2. In the context panel, click the Workflow tab, click the Fields view, and then click New Workflow Field

3. On the Workflow Field window, enter the following properties:

   Property	Description
   Label	Webinar.Response
   Type	List/Record
   List/Record	Campaign Response
   Store Value	checked

4. Click Save.

5. Repeat the above steps to create another field with the label CaseStudy.Response.

Next Step: To continue with the lead nurturing workflow example, go to Creating States for the Lead Nurturing Workflow.

Related Topics

Lead Nurturing Workflow

Configuring Your Lead Nurturing Workflow

Designing the Lead Nurturing Workflow

Before You Build the Lead Nurturing Workflow

Testing the Lead Nurturing Workflow

General Notices