I am trying to do a campaign with a token/segment that will fill in the last time a salesforce contact had a demo.
In our system when a lead has a demo they are converted and associated with an opportunity - is there a way to reference date converted OR reference activity contains demo with a date constraint in a segment?
It doesn't look like you can reference either of those fields in a segmentation? Would the best way to accomplish this be to create a smart campaign that is if lead was converted between ex.(1-1-14 and 1-31-14) change data value converted month(which would be a new custom field that i create) to January?
I am trying to make a message that would be like you had a demo last (converted Month)....
I don't really like to create additional custom fields but will if that is the only work around.