Hello, all. I am wondering if there is a way to have a contace moved to a specific list or something if nothing has been done with that contact after a certain ammount of time.
For example, if I had assigned a contact to a sales person and they forgot to enroll them into a new sequence, I would want that contact added to a list after 40 days of nothing being done with them. Is there a solution to this problem?
Hi @Tucker1,
Yes, this type of automation is possible in Professional portals. For example, a contact-based workflow could look like this:
Without a Professional subscription, you could also approach this a bit differently. By creating a list where Contact owner is known and Last contacted is unknown OR more than 40 days ago, you would have a similar overview of contacts.
Let me know if you have any follow-up questions!
Thank you, Karsten. However, when I preview the list of contacts that would fit into this workflow, it still shows me contacts who are currently in a sequence. I would want to have contacts who have not been in a sequence for over 40 days. Below is what I currently have inputed. I was experimenting with adding “Now in sequence” is “False”. But this did not solve my issue, as I am still having contacts come up in my preview whom are currently enrolled into a sequence..
I now see that the contacts being shown were the ones whom meet my “Trigger Criteria”. Therefore, if I create the workflow as shown in the second picture I posted above, this should work for me.
Hi @Tucker1,
It is normal and fine that contacts are being enrolled who are currently in a sequence. It doesn’t matter, the if/then branch will later sort these contacts out (in the left branch). You can of course exclude them from the beginning by adding a filter for “Now in sequence is equal to False” in the enrollment criteria but it doesn’t change the outcome of the workflow.
You should not add a filter for “Now in sequence is equal to True” to the if/then branch however. A contact might have long completed a sequence within those 40 days and would still go into your list if you have this filter criterion in the branch. As I understood you, you would not want that contact to go into the list.
Best regards!
