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A
Anonymous
August 26, 2016
Question

Trigger Upon Inactivity of Field

  • August 26, 2016
  • 1 reply
  • 2902 views

Hi,

I want to trigger / set a nightly batch job an email alert to our SDRs when the Lead Status field is unchanged from "Disqualify/Nurture" for 9 months. This will let us reach out to stale leads that might have better timing. I'm thinking that I need two conditions in the smart list:

-Looks at those records whose lead status field was changed to "Disqualify/Nurture" exactly 9 months ago.

-Looks at records whose lead status field whose old value "Disqualify/Nurture" hasn't changed for 9 months ago

This doesn't seem to be working. Any help would be appreciated!

Rob

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1 reply

A
Anonymous
August 26, 2016

What I would do is create two filters

1.  Filter on lead status field

     is Disqualify Nurture

+

2.  filter on Not data value changed

     field = lead status field

     date of activity = in past 9 months

Run nightly

A
Anonymous
August 26, 2016

The hard part of the problem is the 2nd filter--how to bring only the records from 270 days ago (i.e. MArch 23, 2016) rather than all the records from everyday in that period?

Devraj_Grewal
Devraj_Grewal
Level 10
August 26, 2016

Rob, so for "data value changed" bring in the date of activity "in past 270 days". The "not data value changed" filter excludes those in the past 269 days, so the smart list's leads will only show those that changed 270 days ago.

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