Hi,
We have an event coming up on multiple days. I have the form set up for the Lead to select they date they are attending. How do I then find that information to trigger an event email reminder based on the date they RSVPd for? The Filled Out Form trigger in a smart campaign doesn't have the option to Add a Constraint on the form field. Do I need to have that field set a property in CRM on the Lead? If so, how do I do that?
Thanks!
Kristen
Hi Kristen,
You can use a smart list with a filter for that field, and enter the date value that you want to send a reminder for. That will show you everyone in your database that has that specific value in the field, and you can then use that list in a smart campaign.
John