Hello all,
I would appreciate any feedback. Thanks!
The Goal
My Proposed Solution
Screen Shot
Solved! Go to Solution.
You're on one possible track, but I'd try to avoid using any Activity Log lookback filters (like the Add Choice you're using to see if they have Filled Out Form in their history).
Instead, trigger on Filled Out Form to bump them out of their current wait (Remove from Flow).
You're on one possible track, but I'd try to avoid using any Activity Log lookback filters (like the Add Choice you're using to see if they have Filled Out Form in their history).
Instead, trigger on Filled Out Form to bump them out of their current wait (Remove from Flow).
Thanks Sanford / Michael.
I haven't used the 'Remove Flow' step. Thanks for sharing.
First does this look ok and do I need to put anything in the 'Default' within 'Remove from Flow' step?
That's perfect!
Last question!
Do 'Wait Steps' initiate off each other or from when the lead enters the system.
Email Cadence: Every seven days.
E.g.
Wait Step 1: 7days
Wait Step 2: 14 days
Wait Step 3: 21 days
No. It's the wait time between the flow steps.
Send Email #1
Wait 7 days
Send Email #2
Wait 7 days
Send Email #3
Thanks!
I think Sanford has already pointed to the best solution, but I wanted to add that I think you've confused
Filled out Form is not
with
Not filled out form is
"Filled out Form is not" returns all records that filled out any form except for the four you list. "Not filled out form is" returns anybody who has not filled out the four forms in your filter, which I guess is what you want.