5 Replies Latest reply on Sep 8, 2017 2:59 AM by Diego Villamizar

    Flow scheduling

    Addy Sharma

      Hi All,

       

      I need help setting up a logic

       

       

      We have 3 lead Status - Open, Lost, Re-marketing

       

      Have a program that works like this

       

      Smart List if Lead Status is Re-marketing

       

      Flow Steps

       

      1. Change status P1 > entered Program

      2. Wait 7 days Mon-Friday

       

      3 Send Email

       

      If Segment is Health send EM-1

      If Segment is Wealth Send EM-2

       

      What we have experienced is within  those 7 days of wait at step 2 the lead status can get changed to Open and Lost status and because they have been assigned to the flow already they end up receiving the Email EM-1 and EM-2 depending upon the segment that they belong too.

       

      And we do not want that to happen, can some one tell me what filter I can add in flow between 2 and 3 that checks if Lead status is Re-marketing then take them through the remaining flow steps which is send email if its changed then remove them from flow which means they should not receive the email

      Thnx,

      Addy