nhabischWings

Awesome, this works! Thank you so much for ALL your help! As a non-programmer trying to learn this stuff, it's super helpful having a supportive community!

Sorry for all the back and forth, this is my latest full script:##Loops through each field in Customer Profile object#foreach ( $item in $customerProfilesList )##Standard Velocity Date/Time Fields#set( $defaultTimeZone = $date.getTimeZone().getTimeZone("America/Chicago") )#set( $defaultLocale = $dat...

Oh okay, so if I'm trying to do a date.difference comparison between the calNow and the parsed date field, do I need to do any more massaging of the field date in order for the difference comparison to work? Or am I formatting it incorrectly?##Loops through each field in Customer Profile object#fore...

I'm probably overcomplicating this (or totally over my head, but I started by parsing the string into a Date field: #set( $membershipOpeningDate = $convert.parseDate( $item.membershipDate, $ISO8601DateOnly, $defaultLocale, $defaultTimeZone ) ) Although when printing the output it prin...

Ah makes sense, though is this able to go "if current date is 2023-03-23, look for "2023-03-22" or is it more giving "difference in date is -1"? I tried the below and it's not broken but not populating correctly:##Looks for membership date of today and prints Member full name#foreach ( $item in $cus...

Ah, was not aware there was a Velocity ability to mesh (somewhat) with Triggers! Another thing to look into! Thank you (and @SanfordWhiteman!) for all your help and expertise with this!

Is there a way to reference back to what a previous token found in order to retain the record consistency?We have a campaign that basically would run like this:Email 1: Send to CO Record when "Membership Opening Date" field within past 48 hours Email 2: 2 days later, send email with field info ONLY ...

Okay got it, that makes total sense.How would you recommend going about if I need to pull related records in conjunction with each other?For instance, we have a Loans object that details out Loans (obviously) - so there might be 20 fields related to one particular Loan.I get that #foreach reiterates...

When you're looping through the list, in each iteration of the loop, you'd only have access to one CO record (i.e., in the above example, in the first iteration, RecordA would be available in the $item variable, in the next iteration, RecordB would be available in the $item and so on..), so you nee...