Nurturing workflow based on offer sent

Marketing & Content Hub Lists, Lead Scoring & Workflows
1

Hello,

I would like to create a nurturing workflow for leads who received our offer 1 month ago and are not ready to buy yet. Was thinking to do this based on deal stage “Offer sent” and name of the deal, but when I’ve been trying to test this trigger in a list, saw there are no contacts that fit as the deals are associated with companies. Check the snapshot below.

IArtean5_1-1708684963120.png
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What is the best way to do this so my leads will be triggered correctly and brought in this nurturing workflow?

Thankss,

Iulia A.

2

Hi @IuliaArtean,

Unless all deals have the exact name “MAGIDO HP”, that would be the reason why your records are not meeting the enrollment criteria. Is this intentional? Did you maybe mean to enroll contacts associated to deals where the name contains “MAGIDO HP”?

Best regards