Tips, Tricks & Best Practices

CGammon
Member

Do you have a list of workflows you create every time?

SOLVE

We are starting a new account and I am setting up 2 specific workflows:

Unsubscribes --> Non-Marketing

Hard Bounces --> Non-Marketing

 

Are there other workflows you always set up?

2 Accepted solutions
Jnix284
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Do you have a list of workflows you create every time?

SOLVE

Hi @CGammon we have a bunch of best practice workflows to keep data clean, I highly recommend reviewing your sales pipeline to see if there are other triggers to set a contact to Non-Marketing (especially since it impacts your pricing).

 

For example a Closed Lost deal, depending on the lost reason you can determine whether you should enter a renurturing campaign or remove from marketing.

 

We also have workflows for creating Lifecycle Stage stamps, Lead Handoffs, Lead Recycling, etc.

 


If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Delivery Lead at Aptitude 8

connect with Jen on Linkedin

View solution in original post

colinwitt
Solution
Contributor | Gold Partner
Contributor | Gold Partner

Do you have a list of workflows you create every time?

SOLVE

Hi @CGammon,
while it depends on the use case and project, we usually set up these workflows in each new account:

  • Recurring Lead alert/task: Let the contact Owner or someone else know, if an existing lead converted again
  • Clean source mapping: Usually we create our own "First Contact Source" and "Latest Contact Source" Property/Values and set up a workflow to map this according to the "recent conversion" or specific form submissions
  • Missed call task: Really helpful for accounts where the team does a lot of calls

 

Just like you, we also always set up a "Revoke marketing contact status" workflow. We usually combine several triggers (like unsubscribes or hard bounces) in one workflow to have it all in one place.

 

Best
Colin

View solution in original post

2 Replies 2
colinwitt
Solution
Contributor | Gold Partner
Contributor | Gold Partner

Do you have a list of workflows you create every time?

SOLVE

Hi @CGammon,
while it depends on the use case and project, we usually set up these workflows in each new account:

  • Recurring Lead alert/task: Let the contact Owner or someone else know, if an existing lead converted again
  • Clean source mapping: Usually we create our own "First Contact Source" and "Latest Contact Source" Property/Values and set up a workflow to map this according to the "recent conversion" or specific form submissions
  • Missed call task: Really helpful for accounts where the team does a lot of calls

 

Just like you, we also always set up a "Revoke marketing contact status" workflow. We usually combine several triggers (like unsubscribes or hard bounces) in one workflow to have it all in one place.

 

Best
Colin

Jnix284
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Do you have a list of workflows you create every time?

SOLVE

Hi @CGammon we have a bunch of best practice workflows to keep data clean, I highly recommend reviewing your sales pipeline to see if there are other triggers to set a contact to Non-Marketing (especially since it impacts your pricing).

 

For example a Closed Lost deal, depending on the lost reason you can determine whether you should enter a renurturing campaign or remove from marketing.

 

We also have workflows for creating Lifecycle Stage stamps, Lead Handoffs, Lead Recycling, etc.

 


If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Delivery Lead at Aptitude 8

connect with Jen on Linkedin