Re: SLA Alert trigger on an Open lead but only when form completed

Anonymous
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SLA Alert trigger on an Open lead but only when form completed

We have just put into place an Open Lead SLA Alert process that seems to have a glitch in it.  It's looking at the revenue cycle model which is triggered when a form is completed and the lead status is "open".   I want the SLA Alert email to trigger 3 days after the form has been completed and the lead status is still "open".  But the problem is if the Lead has been open for several days but the form has just been completed, the campaign isn't realizing the 3 day SLA needs to start 3 days after the form is completed, not 3 days since the lead has been "open".   Does anyone have any suggestions on a work around?

Thanks
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Anonymous
Not applicable

Re: SLA Alert trigger on an Open lead but only when form completed

Kim,

Can you post a screen shot or a detailed flow and trigger?

You might try adding a 3 day wait step instead of using the trigger as you've done.

Fills Out Form IS X on Page Y

Wait 3 days

If Lead Status is Open, then Send Alert, otherwise Do Nothing.