How To Create Email Nurture Campaign

Create email nurture campaigns that reach your prospects based on lead status change, time, email open, or lead import.

Gabriel Buck avatar
Written by Gabriel Buck
Updated over a week ago

Nurture Strategies

Nurture allows you to set up a Strategy to automatically send Email Templates, change leads to a new Status or even assign to another user. It can also automatically change the Strategy at a certain date and time. Nurture Strategies are separated by Record Type. 

What can Nurture do?

  1. Create automated Nurture Events – You can automate Email to be delivered when a Lead changes Status or a set time after an event or other email pieces were sent out.

  2. Instantly track delivered, opened and failed email deliveries – Find out exactly when your customer opened an Email, if they followed a link you provided, or even if the Email was marked as spam.

  3. Add Nurture to an Action by adding as an Operation to the Action, or Nurture a Lead by selecting Nurture from My Leads.

  4. Add Nurture to Automated Events so they are applied to leads automatically when created. 

Note: Email Templates should be built prior to creating a Nurture strategy.

How to Create a Nurture Strategy:

  • Select More > Settings > Create and View Nurture Program.

  • Select Create Strategy.

Create and View Nurture Program

Create New Strategy

  • Name the Strategy – an example would be Attempting Contact.

  • Select Owner, this defaults to Corporate. Should you only want a certain branch to have access, change the Owner to that Branch. This dictates who can use this Nurture strategy from the Lead Manager Screen.

  • Description – add a detailed description of the Strategy being created.

  • Enabled – this toggle/ slide button is defaulted to On, to turn Off, simply click the toggle/slide button.

  • Click Create New Strategy

View of Nurture Strategy Created

Nurture Events

Nurture Events are various options available that can be built into your strategies. 

Available Nurture Events

Wait – This is a Wait Period, use the drop-down menus to select the amount of time in days, hours, minutes, etc.

Send Template – Select a Template and choose Operations; if opened and link clicked, move to Strategy, If opened, move to Strategy and If not opened after (provide a day count by selecting a number from the drop-down) days, move to strategy.

Send Template Options

Change Strategy – Switch from one Strategy to another, provided there is more than one built/created.

Change Status – Select what Status the Lead should move to after the amount of time designed in the Wait Period.

Create Appointment – Select a forced Appointment base on what occurs during the Strategy, also give a Subject, Duration and Start Time Offset. 

  • Note - Assigned To: Automatic will keep the lead assigned to the current owner. Consider using Transfer before this option.

Create Appointment

Transfer - Transfer the lead and its appointments (if desired) to a user, branch or corporate level.

Nurture Performance

After Nurture Strategies are created and are in use, there are a few other options to be aware of.

Statistics – Click this icon and data will load showcasing Email Statistics. Date range is available to allow for a certain date search.
Edit – Click this icon to edit the Strategy.
Delete – Click this icon and delete the Strategy.

Nurture Statistics

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