Hi everyone,
I’m looking for a way to automate the process of updating a prospect field if they respond to a marketing campaign.
I want to send each week an email to 100 contacts (100 different each weak). If they respond to the email, a field is updated on their record and they are excluded from the marketing list I’m using for this campaign. If they don’t respond, I send them another email 3 days later. So if 20 prospects respond after the first email, I only send a second e-mail to 80 prospects wich I would not have updated the field on their record. The marketing list is updated with a query based on the field value (I’m ok with this).
I thought about doing a workflow wich I would activite manually in my marketing campaigns that would do the following:
1. Update records of who responded
2. Send second email to the remaining of the list using email template.
Another step I would like to add in the future is to, firstly, create a new marketing list and start the process above based on another field in my prospects records (date field wich would match the date when the records are imported). I would import 100 prospects each week.
However, I’m pretty new with workflows and don’t have any idea on how to make this work.
Thanks a lot,
Derek
