Marketing Qualified Lead Identification
Depending on the shape of your customer journey, forms and the data collected by them, can serve as a good indication of a marketing qualified lead. You can highlight this to your sales and marketing teams using a combination of a gate editor field and rules as shown below.
Create this Rule on the MQL gate editor field.
Trigger:
As MQL is a gate editor field we will set this rule to run on submission.
Conditions (IF):
In this example, the conditions are if the Job Level field value equals C-Level. You could also use 'is in' if you wanted to trigger the rule using multiple picklist options e.g. C-level, Vice President, Director.
Actions (THEN):
Change the value of this field to TRUE
Top Tip: Job Level is not the only indication of an MQL. You could use a form type, annual revenue or number of employees as a trigger.
Need Help?
If you are experiencing issues with MQL configuration after following these steps, our technical support team is here to help. Create a new support ticket and we'll assist you with rule configuration issues.