Nurture workflows

[Daniel_Bleich]

I was wondering how other people dealt with long term nurtures process in workflows.

For example we have implemented a nurture work flow that leads get enrolled after a scoring threshold, they go through the workflow and receive different email that then channel them to the next stage.

My question is, what happens if a contact opens his email after a while and is already out of the workflow, what would be the best practice to add him back to the process?

[Josh · Accepted solution]

Hi @Daniel_Bleich,

There are likely several ways to do this, but here's my suggestion. Create an active list called "re-engaged" contacts. You can set the list criteria to use the lead score as well as the last time a marketing or sales email was opened...as well as any other criteria that make sense to re-add this individual to a nurture campaign. Once the list is created, you can then use that as the enrollment criteria for the nurture workflow.

As an added recommendation, I would consider an alternative workflow vs the additional. This would be a workflow specific to people that are re-engaging so you can adjust the verbiage accordingly.

Good luck!

Josh

[himanshurauthan · Accepted solution]

So as @Josh has said there are several solutions to your query. Here's just another solution:
First, identify the leads which rolled out of the workflow and then I suggest you create another workflow in which you can write trigger like -

1. Click on set enrollment trigger -> Workflow -> select the workflow in which the leads had completed the workflow.
2. Now Click on And -> Marketing Emails -> Select the email you want to set here to be opened after workflow completion.

Now you can use OR for the trigger and duplicate the above trigger with 2 filters and just change the 2nd step for the marketing email. In this way, you can enroll leads that were rolled out of your nurturing workflows and opened the email. Now for improvising this trigger to avoid sending the same email to leads you can add conditions after the trigger.

I hope this was a helpful solution.

Regards,

Himanshu Rauthan

[Josh · Accepted solution]

Hi @Daniel_Bleich,

There are likely several ways to do this, but here's my suggestion. Create an active list called "re-engaged" contacts. You can set the list criteria to use the lead score as well as the last time a marketing or sales email was opened...as well as any other criteria that make sense to re-add this individual to a nurture campaign. Once the list is created, you can then use that as the enrollment criteria for the nurture workflow.

As an added recommendation, I would consider an alternative workflow vs the additional. This would be a workflow specific to people that are re-engaging so you can adjust the verbiage accordingly.

Good luck!

Josh