How Engagement Studio Works

Engagement Studio programs consist of conditional steps that define the prospect journey. You choose which recipient lists you want to use for a program, build your program according to your marketing plan, and then let Engagement Studio do the heavy lifting for you. Engagement programs can be paused or edited at any time.

Required Editions

Available in: All Account Engagement Editions
  • Engagement Studio Overview
    Engagement Studio is a robust lead nurturing tool in Account Engagement, which you can adapt to your needs. Here’s an overview of how engagement programs work and how to work with them.
  • Engagement Program Steps
    Engagement programs are made up of steps that serve different purposes. There are three basic types of steps: trigger steps, rule steps, and action steps.
  • How Wait Periods Work in Engagement Programs
    When you add or edit a program step, you can choose to hold prospects for a specific period before moving them to the next step. How wait periods function in a program depends on whether the step is a trigger, action, or rule.
  • Engagement Studio FAQ
    Review frequently asked questions about Engagement Studio.