State 3 Customer Testimonial
After you set up State 2 Email Case Study, set up State 3 Customer Testimonial. If a lead clicked through the case study sent in State 2, this state sends an email with a customer testimonial to the lead. To set up State 3, create a Send Campaign Email action.
To set up State 3 Customer Testimonial:
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Make sure the Lead Nurturing workflow is open from the step State 2 Email Case Study.
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Select State 3 Customer Testimonial in the diagrammer.
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To create the Send Campaign Email action:
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Click New Action on the State tab in the context panel.
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Click Send Campaign Email in the New Action window.
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Enter the following properties:
Property
Value
Trigger On
Entry
Recipient
Send To Current Record
Campaign Event
New Lead Nurturing : What our customers are saying
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Click Save.
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Next Step: To continue with the lead nurturing workflow example, go to State 4 Industry Comparison.