Hi Folks,
So I have been trying to capture the number of activities performed between two dates, let’s say between the contact create date and become a customer date. I was trying through the workflow but I could not figure out the enrollment criteria to re-enroll every time an activity is performed. Any idea?
TIA
Rajib
Hi @Rajib_alimul,
Happy to help here. Historically, I’m afraid, this is not possible. Going forward, you could create a custom number property that is increased by a workflow whenever an activity occurs (workflow action “Increase or decrease property value”).
Re-enrollment for activity properties isn’t possible in workflows but you can bypass it with list membership and list re-enrollment. For example, if you wanted to count the number of busy calls for a contact, you would create this list:
In your workflow, you would then re-enroll by membership in this list AND Lifecycle stage is none of Customer.
Best regards!
Hi @karstenkoehler !
Cool workaround.
Doesn’t this only count a certain activity per day?
To use your example:
It would count any call that was busy in last 1 day. If there were 3 calls with the outcome “busy” on the same day, it wouldn’t recognize them and only count 1.
Any way to get past this issue and count every activity?
Thanks!
