AnsweredAssumed Answered

Abandoned quote program

Question asked by b985e7db306d0098d34705fec1c11586259f106e on Nov 17, 2016
Latest reply on Nov 18, 2016 by josh.hill


I've been tinkering away at an abandoned quote program for a while now, and i can't seem to get the flow steps working correctly.


Essentially, what we want to do is:

  1. Identify any leads that have obtained a quote from our website (e.g. lead visits webpage and add them to a ‘Quote list’
  2. Identify any leads that obtained a quote from our website and then proceeded to purchase (e.g. lead visits webpage
  3. Of the remaining leads who did get a quote from our website but did not convert, we want to add these leads to a new ‘Abandoned Quote list’.
  4. Send an email to those leads who’ve been added to the ‘Abandoned Quote list’.
  5. Once the email has been sent to the leads in step 4 – remove them from the list.


The way I’ve currently got the campaigns set up, the leads are being added to the ‘Abandoned Quote list’ even if they’ve purchased from us. 


Any ideas on getting the flow steps working correctly?