State 2 Email Case Study

After you set up State 1a Wait 1 day, set up State 2 Email Case Study. If a lead clicked through the webinar invitation, this state sends an email with a case study to the lead. To set up State 2, create a Send Campaign Email action and a Subscribe To Record action and set up the transitions.

To set up State 2 Email Case Study:

1. Make sure the Lead Nurturing workflow is open from the step State 1a Wait for 1 day.

2. Select State 2 Email Case Study in the diagrammer.

3. To create the Send Campaign Email action:

   1. Click New Action on the State tab in the context panel.

   2. Click Send Campaign Email in the New Action window.

   3. Enter the following properties:

      Property	Value
      Trigger On	Entry
      Recipient	Send To Current Record
      Campaign Event	New Lead Nurturing : Secure your network with Wolfe Electronics
      Store Result In	CaseStudy.Response (Workflow)

   4. Click Save.

   Since the lead nurturing workflow determines which template to send based on campaign response, subscribe to the campaign response field for the case study.

4. To create the Subscribe To Record action for the campaign response:

   1. Click New Action on the State tab in the context panel.

   2. Click Subscribe To Record in the New Action window.

   3. In the Field dropdown list, select CaseStudy.Response (Workflow).

   4. Click Save.

5. To set up the transition to State 6 Exit:

   1. In the diagrammer, double-click the transition from State 2 Email Case Study to State 6 Exit.

   2. In the Workflow Transition window, select Visual Builder and click the Open icon to open the Condition Builder.

   3. In the Workflow Condition window, enter the following condition properties:

      Column Name	Value
      Field	Status
      Compare Type	any of
      Selection	Closed Won

   4. Click Add.

   5. Click Save to save the condition.

6. Click Save to save the transition.

   If the lead clicks on a link in the Case Study, they move to State 2a Wait 3 days where they will wait 3 days before moving to Step 3 Customer Testimonial.

7. To set up the transition to State 2a Wait 3 days:

   1. In the diagrammer, double-click the transition from State 2 Webinar Invitation to State 2a Wait for 3 days.

   2. Select Visual Builder, click the Open icon to open the Condition Builder, and create a condition with the following properties:

      Column Name	Value
      Record	CaseStudy.Response (Workflow)
      Field	Response Type
      Compare Type	any of
      Selection	Clicked Through

   3. Click Add.

   4. Click Save to save the condition.

8. Click Save to save the transition.

   If the lead does not click on the link in the case study, the record moves to State 5 Free Trial Offer seven days later.

9. To set up the transition to State 5 Free Trial Offer:

   1. In the diagrammer, double-click the transition from State 2 Email Case Study to State 5 Free Trial Offer.

   2. In the Workflow Transition window, set the following properties:

      Property	Value
      Transition On	Scheduled
      Delay	7
      Unit	Day

   3. Select Visual Builder , click the Open icon to open the Condition Builder, and create a condition with the following properties:

      Column Name	Value
      Record	CaseStudy.Response (Workflow)
      Field	Response Type
      Compare Type	any of
      Selection	Received, Sent

   4. Click Add.

   5. Click Save to save the condition.

10. Click Save to save the changes to the transition.

Next Step: To continue with the lead nurturing workflow example, go to State 2a Wait for 3 days.

Related Topics

Building the Lead Nurturing Workflow

Lead Nurturing Workflow

Designing the Lead Nurturing Workflow

General Notices