I have set up a test workflow in Campaigns, and test Leads in CRM to try out a new process that I want to introduce for automating follow-up to webinars.
The test leads were pushed from ShowTime into CRM, then synced into List A in Campaigns. They then went through Workflow 1 in Campaigns to get sorted into List B. When in List B, they entered into Workflow 2, which is summarised below:
- On List Entry >
- Three-way split (Default > Exit Workflow, Status=Not Attended > Exit Workflow, Status=Attended > proceed in workflow)
- If Status=Attended, CRM Task Created
The CRM task created is for new and existing leads/contacts, and is basically an instruction to check a box on the lead in CRM to give that person 'Certified Installer' status. We want that to be a manual check box process as we have to keep an eye on who exactly is a Certified Installer.
However, the test leads that I put through this process have got all the way to the CRM Task Created part, and the reporting on the workflow just says the contacts were 'ignored', with no explanation as to why.
Does anyone know why they would be 'ignored' and how I can work around this issue?
Thanks in advance!