---
schema_version: "1"
id: 1fb61b181b75c7e3c6df385abc5c3d840e1254ff3ecce4aebea2554f090ee349
title: Create a Process to Re-engage Inactive Leads
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/essentials_pb_reengage_leads.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.essentials_pb_reengage_leads.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b1664e726d2448723649d357acd19b9a8c1f422ea170da479e9b4c329913c67c
description: You can use Process Builder to email inactive leads when it’s been 30 days since their last communication.
products:
  - Cross Cloud
release: "264"
---
# Create a Process to Re-engage Inactive Leads

You can use Process Builder to email inactive leads when it’s been 30 days since their last communication.

## Create a Field to Capture Last Activity Date

1. Click the gear icon, and open **Setup**.
2. Search for Einstein Activity Capture Settings in the Quick Find box and turn on **Activity Metrics** under the Capture settings.
3. Create a custom field on the Leads object by navigating to the Object Manager and selecting the **Leads** object.
4. Select the **Formula** Data Type.
5. Select **Formula** as the Data Type and **Date/Time** for the Formula Return Type.
6. Label the field Last Activity Date and use this formula: **ActivityMetric.LastActivityDateTime**
7. Save your changes.

## 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**.

#### See Also

- [Einstein Activity Capture](https://help.salesforce.com/s/articleView?id=sales.einstein_sales_aac.htm&type=5&language=en_US)
- [Process Builder](https://help.salesforce.com/s/articleView?id=platform.process_overview.htm&type=5&language=en_US)