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Re: Scheduling a Task

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Anonymous
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Scheduling a Task

Last week I sent an email campaign hoping to get a bunch of clicks, it was unsuccessful. We are hoping to go back and schedule a SFDC task for the lead owners of any lead that opened the email last week. I hought it would be easy but my first two attempts have failed. Is it possible? If so how?
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Anonymous
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Re: Scheduling a Task

Yes, that would work, too. Member of list: List Name

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Anonymous
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Re: Scheduling a Task

Here's what we do. List: Opened Email, Flow step: Create Task. Is this the setup you've tried?
Anonymous
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Re: Scheduling a Task

I did, list= Trigger Opens Email this Month, Flow Step= Create Task
Anonymous
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Re: Scheduling a Task

Trigger won't work because it happened in the past. You'll have to go with a filter to build the smart list.
Anonymous
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Re: Scheduling a Task

All the leads that opened the email were sent to a static list. Can I use that list?
Anonymous
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Re: Scheduling a Task

Yes, that would work, too. Member of list: List Name
Anonymous
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Re: Scheduling a Task

That was my original thought.
Member of list= Opened Webinar
Flow= Create Task
Schedule= Run once? I was looking for an activate light bulb?
Josh_Hill13
Level 10 - Champion Alumni

Re: Scheduling a Task

It's a batch campaign using the green smart list filter.

As Cheryl noted, this can't be a trigger now for past activities.

So Run Once > Immediately.
Anonymous
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Re: Scheduling a Task

Sounds right to me.
Anonymous
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Re: Scheduling a Task

Thank you!