I have an engagement program that has a smart campaign to move them out into another engagement program if the following occurs:
1. 60 days after SFDC creation date
And
2. SFDC numeric field is between 1 and 9
I am struggling with part 1 of the smart list. I know that you can apply a wait time of 60 days on the flow, but this is for the smart list portion of the smart campaign. What is the best way to do this?
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.