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Hello,I am just starting to understand engagement programs but one of them is giving me a bit of trouble. I would like leads in our smart list to drop into the stream and get an email in 1 week, then wait 2 weeks and get another email and then wait 3 weeks and get another email.Our smart list change...
Charlie,What I was hoping to have is a rolling smart list where every day there will be new records populating. For example, today I want that smart list populating records where that date is three days in the future 3/5/2015, but tomorrow I want it to be 3/6/2015.
Hello,I'm having a bit of trouble setting up a few smart lists dependent on certain dates in the Opportunity and cannot locate a resource for this. I need to set up a smart lists like this:1. All records with a date field in the opportunity being the current day2. All records which are three days in...