Jun 2, 2021 11:26 AM
Hi, Can anyone confirm if the below workflow will work as intended? I created an automated marketing email with a button to a SurveyMonkey link. I want the email to send to contacts 1 hour after their most recent Live Chat closes. I'm nervous this will send to unintended parties. Since these properties aren't visiably stored on the contact records, it's hard to anticipate the different ways this could go wrong.
Any suggestions to tighten the triggers up to ensure no unintended people get enrolled?
Jun 3, 2021 6:16 AM
Thank you for reaching out to the Community!
If you've already been using this chatflow in the past to communicate with your customers and leads, I would recommend to also include Close date > is after __ in the enrollment trigger - to make sure that the email only gets sent to contacts who close new chats.
Jun 4, 2021 4:19 PM