How can I include current program status in an internal "alert" email?

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Anonymous
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How can I include current program status in an internal "alert" email?

I've been asked to create a program that sends internal email notifications as leads change status within the program.

I built an email template to use for internal alert, but {{trigger.name}} and {{trigger.trigger name}} aren't the right information. What should I use if I want the alert to say "lead x changed their status to y"?

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Re: How can I include current program status in an internal "alert" email?

Hi Richard,

No token will give you this information.

You will have to create a custom field name it "last program status" that you will be able to use in the alert email. Then in your flow, before sending the alert, add a "change data value" and set the field value.

Also, vote here:

 

-Greg

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Level 10 - Champion Alumni

Re: How can I include current program status in an internal "alert" email?

You could use {{lead.Last Interesting Moment Desc}} to get similar information, assuming IMs are setup properly. It won't be a Status, but it will be closer.

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Level 10 - Champion Alumni

Re: How can I include current program status in an internal "alert" email?

Nevermind, you could run a batch, albeit this is a kludge:

  • Program Status Was Changed from X to Y
  • Use Last Program Status field as Greg suggests with text CDV: Program Status Changed from X to Y {{system.dateTime}}
  • then use the field.