Working with a new client's SF/Pardot implementation and looking to create a dynamic/ongoing time specific 60-day post sale customer nurture campaign for a specific product.
Logic is:
closed/won opportunities
that have purchased a specific ABC product
then emails trigger based on close date associated with the product attached to the closed/won opportunity
("Closed Won Opptys" with "Specific Product Name" where time is triggered from "Start Date" on Product Record + XX calendar days)
Day 1: welcome message
Day 3: do you need help?
Day 14: survey
Day 60: hope to do business again someday..., etc.
Appears to require a dynamic list in Pardot but it's unclear how or if it's possible to tie the logic to a specific product on the Closed Won Opportunity, and then apply +XX days logic.
Thoughts on how to best construct and execute?
답변 1개
Hi Christin,
Sorry for the inconvenience. In case you don't receive a response here, may I also suggest joining the Salesforce Automation group below to collaborate with the experts for best practice and advice.
https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F9300000001rzcCAA
Hope this helps.
Regards,
Jayson
