Nurture Leads with Engagement Studio

Engagement Studio programs are completely customizable so you can tailor the prospect experience to generate the most promising leads for your sales team. Build, test, and report on powerful engagement programs that let you target prospects based on behavior and critical qualifying values. Provide a personalized experience for your prospects, and turn them into marketing-qualified leads.

Required Editions

Available in: All Account Engagement Editions
Note
Note Prefer a different style of learning? Check out resources like these Trailhead modules.
  • Considerations for Using Engagement Studio
    When working with Engagement Studio programs, keep these considerations in mind.
  • 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.
  • Build Engagement Studio Programs
    Before you begin working with programs in Engagement Studio, review our content on how Engagement Studio works and come up with a plan for your engagement programs. You can pause and edit running programs at any time to adjust your steps or program settings.
  • Engagement Program Reporting
    To gauge how well your engagement program nurtures your prospects, review program metrics in the Report tab of a running or paused program. Tools are available in the toolbar, the canvas, and on individual cards.
  • Engagement Program Suppression List Example
    Occasionally, a prospect is on several lists that you use to feed engagement programs. To make sure that the prospect receives only the most important emails, use suppression lists to keep them from going through lower-priority programs.