Showing a popup based on a deal/contact list

[ZigaBerce]

Hey,

I got stuck a bit and can’t seem to find a solution.

So what I want to do is notify people who bought a specific SAAS solution that their solution is about to expire and at the same time in product show them a popup.

For now, I’ve been able to create a deals workflow that checks when a specific service was bought and then I can notify the users through emails. This works OK.

Now for the popup part, I know you can’t trigger them from the workflow so I figured I’d just add these contacts to a static list and then show the popup to just that list.

Now here is where things grided to a halt. I can create a contact static list but I can’t add the contacts entering the deals workflow to that list. I can create a deals list but this list can’t be used for popups.

Is there any other way I can do this, or get the contacts out of the deals workflow?

[Lucila-Andimol]

Hey @ZigaBerce hope you are doing great.

So, one way o doing this is creating an active list (so that it can be always updating)

based on contacts and with associated deals which “Contract expire” or "deal closed date"is more than 340 days, for example, or if you have a calculated property, less than 60 days away.

For example like this:

And then you can add this list as the visitors informartion and behavior target of your Pop up.

Hope this helps.

Let me know if this works for you.

[ZigaBerce]

Hi @Lucila-Andimol ,
thanks for the feedback.
I thought of that, and that would work if we’d be selling one type of product. Since we don’t I have to check the line item names as well to make sure that we only target the correct ones. And if I remember correctly I can’t check for the deal date AND the line item at the same time on the contact property