Create a Process to Re-engage Inactive Leads

Create a Field to Capture Last Activity Date

Create Process Criteria

1. Search for Process Builderin the Quick Find box.
2. Click New.
3. Name your process. For example, 30-Day Follow-up Email to Leads.
4. Click inside the API Name box to copy your process name over.
5. Click The Process starts when, and choose A record changes.
6. Save your process.
7. Click + Add Object.
8. Choose Lead from the Object dropdown menu.
9. Below Start the Process, select when a record is created or edited.
10. Save your changes.
11. Click + Add Criteria.
12. Name your criteria. For example, Is still an active lead.
13. Add two conditions: Status > does not equal > picklist > Unqualified (not interested at this time). Note: if you’ve rename your Unqualified status, select the status where the lead is marked as lost or not interested.
14. Click + Add Row, and choose Converted > equals > boolean > False.
15. Click Advanced, and check the box to make changes only when specified changes are made to a record.
16. Save your changes.

Create an Email Alert Process Action

1. Under Scheduled Actions, click Set Schedule.
2. Add x days after Last Activity Date. For example, if you enter 30 for the days, the automation will trigger 30 days after the Last Activity Date.
3. Save your changes.
4. Click + Add Action.
5. Choose Email Alert from the Action Type dropdown menu.
6. Name the action. For example, 30-Day email reminder since last contact.
7. You have two ways to add an email alert: If you've already created one, search for and select it. If you don’t have an existing email alert, click to create one. Note: We’ve linked to an article that explains how to create an email alert and template at the end of this help topic.
8. Make sure that you use the Lead object and select Email Field as the Recipient Type. Tip: Select Current User’s email address in the From Email Address field. This ensures the email comes from the Lead owner’s email address and not from a generic email.
9. Save your changes.

Create a Task to Log the Email in the Activity Feed

1. Click + Add Actions again.
2. Choose Create a Record as the Action Type.
3. Name the action 30-Day Follow-Up Email Sent.
4. Select Task for the Record Type.
5. A Set Field Values box appears. Choose the following values: Assigned To ID > Field Reference > Owner ID Priority > Picklist > Normal Status > Picklist > Completed.
6. Click + Add Row, and choose Subject > String > 30-Day Follow-Up Email Sent.
7. Click + Add Row, and choose Name ID > Field Reference > Lead ID.
8. Save your changes.
9. Click Activate.