Need to move out an engagement program after 60 days

Hi Ben

filter: person was created in past before 60 days. Make it a batch and run every day. Make sure that everyone can run through the flow only once.

Another way is to create a date field and when the lead is added tot the Engagement Program, change the data value of that field to {{system.Date}}+60, then run a batch campaign every day filters on the data field being in the past + the lead still in the EP.

It's always better than a long wait step that you loose track of.

-Greg

Ben,

It's always prefer to avoid long wait periods in flow steps because at the end of 60 days, you may not want to run them through anymore. Create a smart list with the filter SFDC Created Date in past 59 days.

So build the smart campaign's smart list like so:

1. SFDC created date in past 60 days

2. Member of smart list: not in SFDC Created Date in past 59 days

3. SFDC Numeric field is between 1 and 9

The combination of 1 and 2 allows only those created in SFDC 60 days ago to qualify, since it omits those created in the last 59 days. The flow will then have only the step to move to the new engagement program.