Lists, Lead Scoring & Workflows

michjones18
参加者

Do last contacted date and email sent status contradict each other as a workflow trigger?

解決

Hi All,

 

I'm building out some automation around when our team begins an outreach campaign. I currently have my trigger set as:

Sequence enrollment = true AND

last contacted > 6 weeks ago OR

email send status is sent AND

last contacted > 6 weeks ago.

 

The time benchmark is important to separate "new" campaigns from continued nurturing.

 

Do the email send status and last contacted conditions contradict each other? Would last contacted be updated to 'today' when the email send status becomes 'sent'? Is there some sort of order of operations there?

 

Thanks! 

0 いいね!
1件の承認済みベストアンサー
mikedupuy
解決策
投稿者 | Gold Partner
投稿者 | Gold Partner

Do last contacted date and email sent status contradict each other as a workflow trigger?

解決

Hi there,

 

It looks like those conditions may be canceling each other out. If someone is actively enrolled in a sequence (Enrolled in sequence is True), their last contacted date will reflect the last time they were contacted (emails, meetings, and tasks).

 

If you want to do continued nurturing after someone completes a sequence, you may want to create a list of those who have been enrolled and completed in the sequence and then use:

If contact is a member of the list AND the the last contacted date is more than 6 weeks ago.

 

Hope this helps!

 

 

元の投稿で解決策を見る

2件の返信
mikedupuy
解決策
投稿者 | Gold Partner
投稿者 | Gold Partner

Do last contacted date and email sent status contradict each other as a workflow trigger?

解決

Hi there,

 

It looks like those conditions may be canceling each other out. If someone is actively enrolled in a sequence (Enrolled in sequence is True), their last contacted date will reflect the last time they were contacted (emails, meetings, and tasks).

 

If you want to do continued nurturing after someone completes a sequence, you may want to create a list of those who have been enrolled and completed in the sequence and then use:

If contact is a member of the list AND the the last contacted date is more than 6 weeks ago.

 

Hope this helps!

 

 

sharonlicari
コミュニティーマネージャー
コミュニティーマネージャー

Do last contacted date and email sent status contradict each other as a workflow trigger?

解決

Hey @michjones18 

 

I hope you are well! I'll tag a few of our experts that can share their thoughts with you.

 

Hey @Kim_HM @Jaimee @mikedupuy  anything you would like to share with @michjones18?  

 

Thanks

Sharon


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !




0 いいね!