I want to trigger / set a nightly batch job an email alert to our SDRs when the Lead Status field is unchanged from "Disqualify/Nurture" for 9 months. This will let us reach out to stale leads that might have better timing. I'm thinking that I need two conditions in the smart list:
-Looks at those records whose lead status field was changed to "Disqualify/Nurture" exactly 9 months ago.
-Looks at records whose lead status field whose old value "Disqualify/Nurture" hasn't changed for 9 months ago
This doesn't seem to be working. Any help would be appreciated!
What I would do is create two filters
1. Filter on lead status field
is Disqualify Nurture
2. filter on Not data value changed
field = lead status field
date of activity = in past 9 months
The hard part of the problem is the 2nd filter--how to bring only the records from 270 days ago (i.e. MArch 23, 2016) rather than all the records from everyday in that period?
Rob, so for "data value changed" bring in the date of activity "in past 270 days". The "not data value changed" filter excludes those in the past 269 days, so the smart list's leads will only show those that changed 270 days ago.
This won't work anyway unless you opt out of data archiving. note that DVC are archived after 90 days and not accessible.
What you actually want to do is
You may want to get fancier and use a sister campaign to Remove from Flow anyone who has Lead Status=Y.
Think about it more too.
The other issue here is that Send Alert isn't allowed in Batch flows. So you may need to modify to be a trigger.
Thanks all. Josh-I like your idea moving forward but can't wait 90 days for this to start kicking in. Any ideas for how to get this to work today starting for those records that haven't changed status in 90 days? Is disabling data archiving a bad idea?
You can start it now for the 90 day window in the past. Just change the filter conditions.
You can discuss with Support the implications of the data archive. I am unsure if they still allow you to opt out.