LenoxSoft is using a repeating Engagement Studio program to send prospects who complete a specific form a series of emails, increase the prospect score when the emails are engaged with, and notify an assigned user if the call to action in the email is completed. Prospects should only repeat the program when the form is completed again.
How should LenoxSoft add the prospects?

Question

LenoxSoft is using a repeating Engagement Studio program to send prospects who complete a specific form a series of emails, increase the prospect score when the emails are engaged with, and notify an assigned user if the call to action in the email is completed. Prospects should only repeat the program when the form is completed again.

How should LenoxSoft add the prospects?

Michel Flipse · Accepted Answer

By creating a dynamic list based on the form being completed and use that list as the distribution list on the program.

Michel Flipse · Answer

By using a static list on the form's completion action that is used as the recipient list on the program, then remove prospects from the static list before every end step in the program.

Michel Flipse · Answer

By using an automation rule to add prospects to a static list based on the form being completed, then use that list as the recipient list on the program.

Michel Flipse · Answer

By using a static list on the form's completion action, then start the program with a 'Form Completed' trigger so only prospects who completed the form will get the follow up actions.

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