Date conditional logic - any progress?

[Trish_Keenan1]

Hi all,

I'm trying to add people to one stream or another based on dates (If on or before [deadline], add to Stream 1, else add to Steam 2). I've just read Robb Barrett's query from 2016 (Date conditional logic in workflow? ) and hoping optimistically that there has been some progress on this since 2016. Can anyone share a way to accomplish this?

All my thanks,

Trish

[SanfordWhiteman]

Can you be completely explicit about the business logic you're going for? There may be another way to do this.

If it truly requires comparing to a token value, then you have to use a webhook.

[Trish_Keenan1]

Yes, I'd be happy to.

People will be added to this nurture program over a period of approximately 3 months.

If they meet a set of criteria AND enter on or before [DATE1], they are added to Stream 1.

If they meet the criteria and it is after [DATE1] but before [DATE2], they are added to Stream 2.

If they meet the criteria and it is after [DATE2], they are added to Stream 3.

It seems straightforward enough. What I'm dreading is having to manually turn campaigns on and off as the dates pass.

Thank you!

[SanfordWhiteman · Accepted solution]

Looks like a set of campaigns constrained by Date of Activity [between] can accomplish this.

You're not actually comparing to a token value, which is where the built-in features fall behind.

[Trish_Keenan1]

Thanks so much, Sandy. This is what I will use. (I did originally have these dates set as tokens, but that was clearly not going to be an option... yet!)

[Devraj_Grewal]

Trish,

As far as I know there hasn't been an update, but you can vote for the idea here:

[Trish_Keenan1]

Thanks, Devraj! I've voted... just a bit stunned that this isn't something they've addressed yet.

[SanfordWhiteman]

Please move the thread to Products​ (Move link will be at the right). This isn't a support space.

[Trish_Keenan1]

Thanks, Sandy. I've moved it.