Nurture workflow to track collateral/CTAs

[JSaul]

Hi,

I was wondering if someone can provide some guidance on how to setup a workflow that does the following:

User enters workflow by submitting any form

Every week in the workflow, the user receives a new piece of content (via email) that they have not seen before

The workflow has some way of tracking what they have seen and does not deliver the same piece of content twice

We can easily add more pieces of content as we develop them and the workflow will mix this new content into the nurture campaign

Every time I try to set this up I am presented with the need to track what collateral a contact has previously seen, and this makes the steps in the workflows (if/then statements) rather complex.

I figured there must be an easier way of doing this.

Thanks!

[karstenkoehler · Accepted solution]

Hi @JSaul,

I'm not aware of an easy solution to this, the closest to an easy solution however would be defining specific tracks. Instead of a workflow picking any piece of content that hasn't been sent before, I'd recommend defining e.g. 3-5 tracks. This wouldn't work with a potentially endless list of content but would allow you to define pieces of content exclusive to each track and check whether a contact has been enrolled before or not.

If there is overlap in those workflows, I usually work with static lists. If a contact has been sent a certain piece of content, add them to a static list. Any time this offer comes up in a workflow, you can then check whether a contact is a member of that list using an if/then branch.

This will still be complex if you have tons of offers but currently the only way out (that I know of) is to radically simplify and categorize how you want to send these pieces of content out.

Keep in mind that within the inbound methodology, ideally each piece of content should build on the previous one, slowly nurturing your contacts to become more acquainted with your products and solutions. So by definition, these pieces of content shouldn't be sent in just any order. With that in mind, you could design and define certain nurturing workflows and use static lists for those moments when workflows can potentially overlap.

Another option would be to use workflows for awareness, consideration and decision content and go for a modular approach. Contacts from awareness track 1, 2 and 3 will be enrolled in consideration track A, awareness track 4, 5, 6 into consideration track B.

Hope this helps!