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The following steps describe how to create an example trigger that follows a continuous path while the lead is in a defined status. This example trigger is set to send an email to a lead that one day after the lead has been in moved to New Lead status for one day and is in the New Lead, Contact Attempted, OR No Sale status.
Select Status Activity from the Filter Type dropdown menu to create the first filter. This filter defines when the email will be sent.
Select After First Time Lead Has Been from the Send (xxx) in these Status(s)/Activity(s) dropdown menu.
Select New Lead from the Status(s) dropdown menu.
Click Add New Filter.
Select Status Activity from the Filter Type dropdown menu to create the second filter. This filter defines which status(es) the lead can be in to be sent.
Note: Until the Filter Type is defined, the new filter is called New Filter # (whatever number is next chronologically). After the Filter Type is selected, the new filter is identified by its type. In this example, the new filter will be called Status Activity.
Select To All Leads Currently from the Send (xxx) in these Status(s)/Activity(s) dropdown menu.
Select New Lead, Contact Attempted, and No Sale from the Status(s) dropdown menu.
Select Bad Number from the No Sale (Activity(s) dropdown menu that appears after No Sale is selected in the Status(s) field.
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Click Add to create the path and task. (If you are adding a task to an existing path, click Update.)