CRT-160 · Question #260
Your clients product is setup on an annual renewal. The marketing team is having issues to send emails out to their prospects when its time to renew on the annual product. On top of it sales is…
The correct answer is A. Build dynamic list add criteria as Contact as blank add action as notify assigned user. See the full explanation below for the reasoning.
Question
Your clients product is setup on an annual renewal. The marketing team is having issues to send emails out to their prospects when its time to renew on the annual product. On top of it sales is complaining they have no insights when an annual renewal email was sent. Your client uses a custom field of "Contract" with a value of "Renewed" for prospects who have already renewed their product subscription or its "blank" if they have yet to renew. Your client wants to automate this process with an engagement studio that can do the following:
- Adds/Removes prospects to the engagement studio based on renewal status
- Sends a series of emails to renew their subscription
- Gives sales continuous insights to prospect engagement
Based on the above criteria what would you recommend to your client?
Options
- ABuild dynamic list add criteria as Contact as blank add action as notify assigned user
- BBuild dynamic list add criteria as Contact as Renewed add action as notify assigned user
- CBuild automation Rule add criteria as Contact as blank add action as notify assigned user
- DBuild automation Rule add criteria as Contact as Renewed add action as notify assigned user
How the community answered
(50 responses)- A82% (41)
- B10% (5)
- C4% (2)
- D4% (2)
Community Discussion
No community discussion yet for this question.