Trying to create a smart list of contacts/leads that qualified for an active smart campaign.
Any way to do this?
or any workarounds?
How about going to that lead's activity screen and inspecting the activities?
That would work if looking at leads individually.
But say I want to create a list of all leads/contacts that qualified for a smart campaign this week.
Is that possible?
What are the flow actions in the campaign? Are any unique? It seems like you could create a smart list that include "Member of Smart Campaign" and [Action happened in this time frame] if the action is relatively unique to that campaign.
Create task in SFDC
And that's what I was initially trying
1. member of smart campaign.
2. then created task in SFDC
However, we don't have "create task" or "create task date" as a filter.
Not sure if this is just our instance, or if others have the same setup.
Hmm, I've never tried to do that before. You could export the campaign results and sort by date, then remove duplicates. But unfortunately that's not going to work well if you plan on doing this multiple times.