I’m trying to create a workflow that starts when a customer books a meeting with a sales person, then sends a different email to the customer every day before the meeting.
I am having trouble finding a way for the workflow to see information about the meeting or about the inquery the customer fills out before booking the meeting. Any thoughts?
@PCurran9 -
Within the workflow you can access information from the contact’s associated activity in both the trigger and the actions by filtering on the activity associated to the enrolled contact:
This article details the meeting data you can access: Use activity filters
If the inquery information is submitted into contact properties via a form, these too can be accessed in the workflow by filtering on the enrolled contact and selecteing ‘contact properties’
