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Remove a recipient from a list from a list from workflow

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SorenDahk
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SorenDahk
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11-05-2021

Hi there! I have a project ongoing where I am adding leads to a list of recipients. I want to automatically remove recipients from the list when a lead converts to a paying customer. 

I can not figure out how to achieve that. Any pointers to how this can be done through a workflow?

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wodnicki
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wodnicki
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11-05-2021

Hi,

 

Use the recipient list feature of the software.

The 'List update' workflow activity only allows for [over]writing lists so use the 'Update data' activity for deletion:

  1. Scheduler or signal activity
  2. Query for recipients that became leads since the workflow last ran
  3. Delete them from nms:rcpGrpRel

 

Thanks,

-Jon