Advice: Nurturing Contacts: Pipeline, Tags or Lists

Jamie Pride
Jamie Pride Posts: 28
10 Comments 5 Likes Name Dropper First Anniversary

Hi Team. I am wondering the best way to nurture contacts and orgs that aren't ready to buy now, but I want to keep an eye on them and come back to them. I do not want to put them into an automated email sequence - rather I want to "store" them somewhere and remind me to get back in touch in 3/6 months etc. Any thoughts on the best approach. I thought about moving them to a nurture pipeline, and also using tags. How are people currently solving this problem?

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  • Edie Mew
    Edie Mew Posts: 147
    100 Comments First Answer 5 Up Votes 5 Likes
    edited February 25 #2

    Hi @Jamie Pride I understand your question and wondered if you are using the Leads inbox? 

    In terms of keeping them as deals, having a nurturing Pipeline is a good method, you can use Automation to set up activities to check in after a certain date, the date trigger could be the date in which the Lead/Deal was created. 

    Or if you do have a custom field which can trigger this and ensure that you set up activity automation for 3 months and then another in 6 months. With the new Automation 2.0 you can be more specific around conditions and setting further automated steps.

    I hope this helps. 

  • Jamie Pride
    Jamie Pride Posts: 28
    10 Comments 5 Likes Name Dropper First Anniversary
    edited July 2021 #3
    Edie Mew said:

    Hi @Jamie Pride I understand your question and wondered if you are using the Leads inbox? 

    In terms of keeping them as deals, having a nurturing Pipeline is a good method, you can use Automation to set up activities to check in after a certain date, the date trigger could be the date in which the Lead/Deal was created. 

    Or if you do have a custom field which can trigger this and ensure that you set up activity automation for 3 months and then another in 6 months. With the new Automation 2.0 you can be more specific around conditions and setting further automated steps.

    I hope this helps. 

    Thanks Edie. Appreciated. Yes I do use the leads module, but would prefer to keep that for top of funnel activity - and separate out the qualified/but later contacts. Will definitely have an experiment with the pipeline approach.