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A
Anonymous
March 18, 2013
Solved

Scheduling a Task

  • March 18, 2013
  • 9 replies
  • 2776 views
Last week I sent an email campaign hoping to get a bunch of clicks, it was unsuccessful. We are hoping to go back and schedule a SFDC task for the lead owners of any lead that opened the email last week. I hought it would be easy but my first two attempts have failed. Is it possible? If so how?
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Best answer by
Yes, that would work, too. Member of list: List Name

9 replies

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Anonymous
March 18, 2013
Here's what we do. List: Opened Email, Flow step: Create Task. Is this the setup you've tried?
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Anonymous
March 18, 2013
I did, list= Trigger Opens Email this Month, Flow Step= Create Task
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Anonymous
March 18, 2013
Trigger won't work because it happened in the past. You'll have to go with a filter to build the smart list.
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Anonymous
March 18, 2013
All the leads that opened the email were sent to a static list. Can I use that list?
A
Anonymous
Accepted solution
March 18, 2013
Yes, that would work, too. Member of list: List Name
A
Anonymous
March 18, 2013
That was my original thought.
Member of list= Opened Webinar
Flow= Create Task
Schedule= Run once? I was looking for an activate light bulb?
Josh_Hill13
Josh_Hill13
Level 10
March 18, 2013
It's a batch campaign using the green smart list filter.

As Cheryl noted, this can't be a trigger now for past activities.

So Run Once > Immediately.
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Anonymous
March 18, 2013
Sounds right to me.
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Anonymous
March 18, 2013
Thank you!
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