Assigning lead owner

in Quick Start (en) Tags: assigning lead ownermarketing automation

Step one: Create email

1. Go to Design Studio

2. Click on Email Button

3. Enter email name

4. Click on Continue button

5. Complete Subject and Sender sections

6. Click on Continue button

7. Select Email Type (in our case is Builder)

8. Click on Continue button

9. Select template (in our case is Welcome template)

10. Click on Continue button

11. Edit email

12. To save email click on Save button

 

Step two: Create campaign — Assigning lead owner

1. Go to Automation

2. Click on Campaign button

3. Enter campaign name

4. Go to Triggers section

5. In trigger list select Score Changes

6. In trigger click on Add Constraint button

7. Select constraint — New Score

8. Select condition at least and enter rating 60

9. Go to Flow section

10. In flow list select Change lead owner (CRM)

11. In section Select value —  select lead owner

12. In flow list select Send Alert

13. In section Select value — select alert email which you created for this campaign

14. In section Send to — select lead owner

15. Save campaign

16. Start campaign

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