Trying to engage a lead in a 3 email workflow… If the lead has engaged with our SDR after the 1st email, how do I automatically place the contact in a suppression list from the following emails ? Do I need to split the 3 emails into 3 different workflows?
How do you know the contact engaged with your SDR? That is the question you need to answer to determine how to suppress someone.
If you don’t have a data point already established at this point, you should try to establish one so that you can build a supression list for your workflow that pulls the lead out once they meet that criteria. This can be as simple as the SDR changing a data value on the record, like a picklist value for status, and if that status is updated, then you have your data point to extract this lead from the workflow.
Thanks for helping out @Ben_M !
I ended up assigning a data value by integrating a zapier action to my SDR’ s inbox ('New Labeled Email) which seems to be doing the job.
I also added a couple more action steps that follow this so hopefully I’m in the right track of automating this whole process.
