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Would love input from anyone! How are you pulling lists for lead nurturing programs? I'm trying to pull top of funnel lists, so prospects who didn't fill out a form on our site and are not in SF yet to use for a lead nurturing engagement studio program but I can't get the exact science down the way I want. I'm trying to use the criteria "is not assigned" but I'm still getting prospects that are assigned to someone in SF. Any help is appreciated! 

1 respuesta
  1. 18 abr 2022, 05:19

    Hi @Erik Cooper,

     

    You can create a dynamic list with positive attributes like:  - Prospect Form - Any - Was completed successfully AND  - Prospect CRM status - "Contact" (OR) Prospect CRM status - "Lead" 

     Now, this list will contain all the prospects that you want to avoid, So you can use this dynamic list as 'is not' member in your engagement studio:  - Prospect List - Isn't Member of - The above-created list  I hope this will solve your problem.   Thanks!

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