Automate person status change after x days of inactivity

stephdemandgen · ‎07-10-2023

Is it possible to create a smart campaign to change Person Status after a period of inactivity? For example: if someone is in Open status and no new call activity has been logged, then flip them to Archive - Nurture after 45 days?

I have started setting up this smart list, but I have my doubts that the first filter will work as I want it (I think this will capture anyone who changed in the past 45 days, not exactly or more than 45 days ago) but I'm not sure what I should use instead.

Then in the flow, I would use change data value to update the status to Archive - Nurture. My organization is thinking of doing this plus automating Working status leads with no activity too.

Darshil_Shah1 · ‎07-10-2023

I think you’re on the right path with this (assuming you’d want to filter out people with non-zero open opportunities, aka filter #3 - which I think is fairly logical). And yes, your campaign’s smart list would let people whose Person Status was changed to Open and have no activity logged in the last 45 days or more and have 0 open opportunities to qualify for this campaign flow where you’d change their status to Archive - Nurture. To be specific, “In past” operator includes the day (up until the time, not after) the smart list is run. Check out this product documentation page on Marketo operator glossary for detailed info on all the operators. You can schedule this as a recurring daily batch campaign. You’d probably need a different campaign to update the working status, but changing their status to working w/o any notable activity logged that showcases the actual working on that person has begun may distort your SLA reports (dispensation SLA reports to be specific).

EDIT- “in past” operator would include people people who were processed exactly 45 days ago too. "in past before" operator could help you with getting people who were strictly processed 45 days ago (w/o including people who were processed exactly 45 days ago).

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