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January 13, 2015
Question

Is there a way to import Last Interesting Moment Desc and Date?

  • January 13, 2015
  • 5 replies
  • 1965 views
These fields are system blocked, so even if I try to import these fields they get ignored. I can always create a list and manually update the field, but this would be cumbersome.
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5 replies

Josh_Hill13
Level 10
January 13, 2015
Well, not sure why you would do this because the IMs you setup would run this field.

Are you switching instances or something?
January 13, 2015
Trying to put a previous touchpoint into the IM that was captured elsewhere. Moving forward the info will be captured, but there is a currently a gap.
Josh_Hill13
Level 10
January 13, 2015
You may be able to import with a csv or ask Support to help.

Another option is to create a custom field "Interesting Moment Update", drop the data in there, and then trigger an IM based on that field by using the token {{lead.Interesting Moment Update}}
Jep_Castelein2
Level 10
January 13, 2015
Yes, Josh's custom field solution will work. The date of the IM will be the date of the upload though (nothing you can do about that). 
Jep_Castelein2
Level 10
January 13, 2015
Just another thought: if the Interesting Moment is the same for everyone there is no need to upload the actual IM text. Simply upload the Leads to a list, then select everyone on the list, then select "Lead Actions > Marketing > Interesting Moment" and type in your IM text.