Is there a way to determine if a person is new? | Community
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September 10, 2024
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Is there a way to determine if a person is new?

  • September 10, 2024
  • 1 reply
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We are getting leads sent over from a third party vendor, I would like to put them on "marketing hold" if they are new to our database? Is there a way to determine this using filters? There doesn't seem to be a if "person is created today" option.

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Best answer by SanfordWhiteman

There doesn't seem to be a if "person is created today" option.

Of course there is (Person is Created [in time frame] = Today). But you don’t need that filter, because you want the people to be put on hold as soon as they’re created — which is always “today” if you use a trigger campaign!

 

In the trigger campaign, set a DateTime field Marketing Hold as of DT to {{system.datetime}}.

 

Then don’t send to anyone whose Marketing Hold as of DT is non-empty.

 

1 reply

SanfordWhiteman
SanfordWhitemanAccepted solution
Level 10
September 10, 2024

There doesn't seem to be a if "person is created today" option.

Of course there is (Person is Created [in time frame] = Today). But you don’t need that filter, because you want the people to be put on hold as soon as they’re created — which is always “today” if you use a trigger campaign!

 

In the trigger campaign, set a DateTime field Marketing Hold as of DT to {{system.datetime}}.

 

Then don’t send to anyone whose Marketing Hold as of DT is non-empty.