Jo_Pitts1

@Karthick77,I was thinking more on the priming requirement. ExistingFor existing records, I'd be inclined to:Create a smart list that contained all your records where the birthdate field was not empty.Export the records in the smart list. Make sure the view you export contains the lead ID and the B...

@Karthick77 ,I've tried to wrap up the approach detailed by a few people into a nice neat package for you. Create a field called Next Birthday. You'll need to prime this for all your existing records en masse and for all new records as they come in. Then create a filter like this: And the following...

@MathildeGsqz ,that's an incredibly open ended question. In general terms, I work with clients to have robust and regular data extracts into a database (which one isn't critical) so that reports can be build in the tool of your choice (Power BI, Tableau, Looker, etc). Make sure your extracts inclu...

@PascaleC ,that's probably more a question for the Webinar vendor.That being said, what's to stop them registering with a personal email account and a fake name? You'll never really block them.CheersJo

@SaurabhGoyal_GN ,You've got a variable called $alloulets at the top (note there is no 't' in the spelling) and you refer to $alloutlets further down (with a 't'). I do like that you have sorted the list to put the most recent enquiry first. That being said, in your sort, you sort $enquiry_clist t...

@rgallegos, I think this needs more context?What do you mean by bad leads? What do you actually mean by 'resubscribed'?I'm hoping the answer @Michael_Florin gave covers your question.CheersJo

@PaddyRR , OK.. so the if construct really isn't ideal. What you'll want to do is set up the data as a map. Loop through your custom objects. Test to see if they are open, and which value in the map they relate to. Output the correct details for that CO, and then move on to the next. Something lik...

@DaveSilva ,do you have a constraint on the trigger? Maybe something like previous value is not empty?

@michellechopin - WOW.. that's exciting :)!!!!Like @SanfordWhiteman , feel free to send me the template code et al, and I'll take a quick look

@jspain Can you show us the actual string that gets generated that you are using to make your call, and also the entire response body.