Brittany_La

Brittany_La · ‎06-15-2020

Hi! This does help - Thank you so much!

Brittany_La · ‎06-09-2020

Hi all, With the upcoming Retention Policy Change limiting the lookback period on sent/delivered to 90 days, I am hoping to pick your brains on a workaround for an inactivity trigger we have. Currently, we have a batch Smart Campaign in place where the Smart List looks for leads who are at least 180 days old, have been delivered at least 6 emails, and haven't opened any of them. From there, the flow moves them to an unengaged list. I am wondering how to adjust this moving forward, knowing that the "Was Delivered" filter will only look back on the past 90 days, as opposed to the 180 days. I don't specifically use "Date of Activity" as a constraint but I assume it is implied. I also tried to apply the inactive example from the provided FAQ but I don't know that it applies to our situation. If it does, not sure how to adjust for our situation. One way I did think of was adding any leads who are 'unengaged' at create date = 90D to something like a 'risk' list and stamping the date they are added to that list. Then, would use another trigger to look at any lead where risk date + another 90D = today and if they still haven't engaged in any emails, then move them to the completely unengaged list, but that seems so clunky. Any thoughts on this? Looking forward to your help!

Brittany_La · ‎07-12-2019

That makes sense. Thank you for clarifying!

Brittany_La · ‎07-09-2019

That all makes sense. Admittedly I was using .compareTo() because I wasn't aware of .equals() but your explanation makes sense and I will adjust my tokens. Do you mean that I should be specifying the timezone in each token where I call $date ?

Brittany_La · ‎07-08-2019

Hi Sanford, Thanks for your reply. See below for the codes. I am using them to create various tokens to insert into an email template. Token 1 #set( $defaultTimeZone = $date.getTimeZone().getTimeZone("America/New_York") ) #set( $defaultLocale = $date.getLocale() ) #set( $calNow = $date.getCalendar() ) #set( $ret = $calNow.setTimeZone($defaultTimeZone) ) #set( $calConst = $field.in($calNow) ) #set( $ISO8601 = "yyyy-MM-dd'T'HH:mm:ss" ) #set( $ISO8601DateOnly = "yyyy-MM-dd" ) #set($today = $date.format('yyyy-MMM-dd',$date)) $calNow.add($calConst.DATE,45) #set($today = "MMM dd, yyyy") ${date.format( $today, $calNow )} ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ Token 2 #set($today = $date.format('yyyy-MM-dd',$date)) #foreach($opportunity in $OpportunityList) #if($opportunity.Pipeline_Notification_Status__c.contains("45") && $today.compareTo($opportunity.Pipeline_Notification_Date__c)==0) #set ($matchedOppt = $opportunity) #break #end #end #if($matchedOppt) $number.currency($matchedOppt.Amount) #else your amount #end ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ Token 3 #set($today = $date.format('yyyy-MM-dd',$date)) #foreach($opportunity in $OpportunityList) #if($opportunity.Pipeline_Notification_Status__c.contains("45") && $today.compareTo($opportunity.Pipeline_Notification_Date__c)==0) #set ($matchedOppt = $opportunity) #break #end #end #if($matchedOppt) $matchedOppt.LH_Loan_Id__c #else null #end ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ Token 4 #set($today = $date.format('yyyy-MM-dd',$date)) #foreach($opportunity in $OpportunityList) #if($opportunity.Pipeline_Notification_Status__c.contains("45") && $today.compareTo($opportunity.Pipeline_Notification_Date__c)==0) #set ($matchedOppt = $opportunity) #break #end #end #if($matchedOppt) $matchedOppt.LH_Loan_Id__c #else null #end ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ Token 5 #set($today = $date.format('yyyy-MM-dd',$date)) #foreach($opportunity in $OpportunityList) #if($opportunity.Pipeline_Notification_Status__c.contains("45") && $today.compareTo($opportunity.Pipeline_Notification_Date__c)==0) #set ($matchedOppt = $opportunity) #break #end #end #if($matchedOppt) $matchedOppt.Property_Address__c #else your address #end ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍

Brittany_La · ‎07-08-2019

Hi there, I've had an email campaign set up with a few Velocity-scripted tokens for a while, and have recently been getting this error on email bounces: Velocity transform failed: ;The nested exception is:<cntrl char>org.apache.velocity.exception.MethodInvocationException: Invocation of method 'compareTo' in class java.lang.String threw exception java.lang.NullPointerException at 290-ZGA-843:19890:1:static[line 22, column 75] I've no idea where to even begin troubleshooting this. Any thoughts on where to begin?

Brittany_La · ‎01-17-2019

Bummer. Thank you!

Brittany_La · ‎01-17-2019

Hi Sanford, These are Velocity tokens.

Brittany_La · ‎01-17-2019

Hi Anna, The tokens and the smart campaign that both sends the email and creates the task within the flow step are all within the same email program. It seems like the email is taking the tokens in the send; just not the task.

Brittany_La · ‎01-16-2019

I looked around and didn't see a similar question/answer so apologies if this has been answered before! I have a campaign where I set up a few MyTokens to use in the email template. I also use some in the Create Task step of the flow (in the comments section). However, in a recent batch, I noticed the tokens didn't come through in the comments. Does this not work?

Brittany_La · ‎07-23-2018

Hi there, I'm setting up a stream cadence which casts every 4 weeks. We have a smart campaign set up to add leads to the stream; however, we've discussed wanting to wait about a month (or 28 days) or so before any lead gets their first email in this stream. My initial thought was to add a wait step prior to the add step; but if so, we could run into the issue where a lead would skip a cast and end up not getting their first email for nearly 8 weeks - i.e. Next casts are 8/1 and 8/29. Lead meets criteria on 8/2, waits 28 days, so they miss the 8/29 cast and end up on the next one 4 weeks later. I've played around with a few different wait step options, but nothing really achieves the situation we're hoping for. Has anyone else solved for a similar situation? Let me know if I'm going about this the totally wrong way. Thank you!

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Date Registered	‎05-09-2018 04:43 PM
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