Re: Assigning Dynamic Content By State

Anonymous
Not applicable

Assigning Dynamic Content By State

I have a flow set up that assigns a sales person's signature (name, email address, phone number, etc.) based on the lead's state. I have this running for new leads: Smartlist = Lead is Created.  My question is how do I assign this info for existing leads?  I've tried Smartlist:
  • {Sales Name} is empty OR
  • {Sales Name} is not empty
But it's not assigning the information to existing leads.
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2 REPLIES 2
Anonymous
Not applicable

Re: Assigning Dynamic Content By State

Run a data cleanup campaign. 
Create A smart campaign that checks the state and then assigns based on the rules you have in place.

(SmartList) If state is "XX" then    (Flow)send alert to "sales person's email"  Run once, run now.

you can also set it up to run once a week.
Anonymous
Not applicable

Re: Assigning Dynamic Content By State

I have run several different seperate campaigns. I have tried:
  • Smartlist - If state is Not Empty          Flow: Change Data Value
  • Smartlist - If state is AK, AL..... Etc.          Flow - Change Data Value
  • Smatlist - If (custome field) is Empty OR If (custom Field) is Not Empty         Flow: Change Data value
None of this has worked and isn't assigning the data values that I have designated in the Flow. I don't want to send an alert to sales. I just want infomation entered so that can create signatures with tokens in the email based off of state.