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November 2, 2016
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Automated trigger based on date/time change

  • November 2, 2016
  • 1 reply
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If I wanted to setup a automated trigger based on - if there is no data value change in last 30 days, then send a reminder email.

i.e has anyone tried the following:

Smartlist: (Automated Trigger) Data value change > Select Attribute" " > Previous Value is in past before 30 days > New Value is empty

I think that won't work, as a trigger needs to have a specific action take place - but curious to know if anyone has experience setting up a flow like this? Aim is automate an email to go to customers who haven't changed their status yet, rather than doing a batch send using 'Not Data Value Changed'.

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Best answer by SanfordWhiteman

No, that won't work, because "When nobody touches anything at all on the lead" is not itself a triggerable action.

Don't understand your aversion to using a batch smart campaign.  That's the appropriate approach when nothing else is touching the database.  Of course, you could use the daily batch to set off a trigger, but again, why do so if in this case the batch itself can do what you want?

1 reply

SanfordWhiteman
SanfordWhitemanAccepted solution
Level 10
November 2, 2016

No, that won't work, because "When nobody touches anything at all on the lead" is not itself a triggerable action.

Don't understand your aversion to using a batch smart campaign.  That's the appropriate approach when nothing else is touching the database.  Of course, you could use the daily batch to set off a trigger, but again, why do so if in this case the batch itself can do what you want?

November 2, 2016

Thanks Sanford!

My thoughts were to automate an eDM based no action. So run a campaign to check if there has been no date change or update to a field x in last 30 days, then send a eDM out to customer as an alert to help them upgrade their status (field x), so that they don't lose their current status due to inactivity, rather than having to manually run a batch campaign every now and then.

SanfordWhiteman
Level 10
November 2, 2016

But that campaign to check if there has been no change is a batch campaign