To perform Marketing Automation for certain Leads only, please follow the instructions below:
- In the menu, click Engage > Lead Segmentation. Create a segmentation outlining the criteria you want Leads to meet in order to join the workflow. See the example below:
- After creating a segmentation, click Engage > Marketing Automation;
- Create your workflow using the Join Segmentation List option as an entry condition and select the segmentation name created in step 1. Only Leads that join the segmentation after the workflow is activated will go through it. If you want to include Leads that met the conditions prior to workflow activation, you will have to check the option Include Leads that meet these criteria, but have never gone through this workflow:
- Then, create a regular workflow as described in the article titled How to send automatic emails to Leads that converted via an event?.