Workflow best practice can contacts be enrolled in more than 1 drip email workflow at the same time?SOLVE
Oct 12, 2020 6:09 PM
If a contact is enrolled in a workflow drip campaign, say a lead score based workflow drip, and the unenrollment or suppression setting is "do not remove them from other workflows" and they...
a) they download some gated content that also has an associated drip campaign workflow
b) they sign up for a webinar that also has an associated drip campaign workflow
c) they do something that kicks them to the next level lead score drip workflow.
Are they enrolled in a second and possibly a third drip workflow at the same time? Should all drip workflows be set to "remove from other workflows" or "remove from specific workflows"? I wouldn't want a lead contact to be getting 3 emails a week from us. Is the way to deal with this is by setting frequency caps? Looking for some best practice advice.
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Oct 13, 2020 1:16 AM
My favorite solution for this is a custom property called "isbeingnurtured". It acts as a doorman for workflows, checking if a contact is already enrolled in another drip/nurturing workflow. I've explained it in detail here.
Removing contacts from other workflows might result in disjointed experience for some contacts. In my opinion it's better to let them complete one workflow before they are eligible for another one.
Hope this helps!
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Oct 14, 2020 2:52 PM
Thank you so much I think this solution will work very well in our case. So just to confirm, once one workflow is finished then another will be free to execute if the contact also meets the trigger criteria and the "isbeingnurtured" property = false.