I'm trying to pull a list of people who received one of our emails and then created a new opportunity in the past month.
I have this smart list created
The problem I'm running into with this Smart List is that it also includes people who had a new opportunity created in the past month and THEN received an email (which is possible the way our campaigns work).
Is there a filter or logic I can add so that it only gives me people who were sent an email and then inserted a new opportunity?
Thanks
Solved! Go to Solution.
You want a trigger campaign that triggers on Added to Opportunity with a filter of Was Sent Email.
Use that campaign to set a DateTime field like Most Recent Email-Attributed Oppty (or whatever name you want) to {{system.datetime}}.
Your Smart List looks for people where that DateTime field is in an interesting date range.
You want a trigger campaign that triggers on Added to Opportunity with a filter of Was Sent Email.
Use that campaign to set a DateTime field like Most Recent Email-Attributed Oppty (or whatever name you want) to {{system.datetime}}.
Your Smart List looks for people where that DateTime field is in an interesting date range.