SOLVED

Re: Is there a way to determine if a person is new?

Go to solution
kcowell22
Level 2

Is there a way to determine if a person is new?

We are getting leads sent over from a third party vendor, I would like to put them on "marketing hold" if they are new to our database? Is there a way to determine this using filters? There doesn't seem to be a if "person is created today" option.

1 ACCEPTED SOLUTION

Accepted Solutions
SanfordWhiteman
Level 10 - Community Moderator

Re: Is there a way to determine if a person is new?


There doesn't seem to be a if "person is created today" option.

Of course there is (Person is Created [in time frame] = Today). But you don’t need that filter, because you want the people to be put on hold as soon as they’re created — which is always “today” if you use a trigger campaign!

 

In the trigger campaign, set a DateTime field Marketing Hold as of DT to {{system.datetime}}.

 

Then don’t send to anyone whose Marketing Hold as of DT is non-empty.

 

View solution in original post

1 REPLY 1
SanfordWhiteman
Level 10 - Community Moderator

Re: Is there a way to determine if a person is new?


There doesn't seem to be a if "person is created today" option.

Of course there is (Person is Created [in time frame] = Today). But you don’t need that filter, because you want the people to be put on hold as soon as they’re created — which is always “today” if you use a trigger campaign!

 

In the trigger campaign, set a DateTime field Marketing Hold as of DT to {{system.datetime}}.

 

Then don’t send to anyone whose Marketing Hold as of DT is non-empty.