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Add more workflow enrollment options: trigger based on X days ago and other activity
Currently the automation tool is lacking some very important critieria options to make more advanced automations. I've had a chat with support to check weither I missed something.
What we are missing are the options of criteria that mabye best could be explained as the Delay node Plus.
We want to trigger re-enrollment based on a specific e-mail that has been sent for example 90 days ago. Plus a specific activity that has occurced again.
So our criteria should look something like this:
Enrollment trigger:
Has completed a meeting that is type 'Sales Visit'
And contacts meet following criteria:
- Hasn't had a 'After Report'-email in the past 90 days
OR hasn't been in this workflow for 90 days.
It would be hugely helpfull to have more triggers based on a combination of fields and based on history based on DAYS instead of DATE, the latter isn't flexible.
Just adding the refinement option 'Days' to these fields would fix ALOT
Or the calendar should be able to filled dynamicly.
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