What's the best way to set up an alert that indicates a lead engaged with marketing multiple times in one day?

Caitlin_McCorm3
Level 3

What's the best way to set up an alert that indicates a lead engaged with marketing multiple times in one day?

I assume the Smart List will be: Filled out Form, form contains "content", and then minimum number of times can be 2 or 3. Does that sound right? Does the minimum number of times indicate that it is a minimum number of times in one day? I don't want it across all of time.

Also, what are some good tokens I can use for the alert? Right now I only have "Last Interesting Moment". Is there another token I can use to show the multiple forms the lead filled out?

Thanks!

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1 REPLY 1
Grégoire_Miche2
Level 10

Re: What's the best way to set up an alert that indicates a lead engaged with marketing multiple times in one day?

Hi Caitlin,

You have to combine 2 constraints:

  • min number of times is 3
  • Date of activity in Past 1 day

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-Greg