AnsweredAssumed Answered

Lead & Program Specific Tokens

Question asked by Adrian Fitton on Aug 1, 2018
Latest reply on Aug 2, 2018 by Sanford Whiteman

Hi all,

 

I would like to store some data alongside a lead as they enter a program which only pertains to this program, is this possible?

 

For example a lead may have a field of "next appointment date" filled out, this would trigger a smart campaign ( we'll call that instance 1) which e-mails a user before and after this appointment.

 

If the current date moves past the date of the appointment, the "next appointment date" will be updated to be the next upcoming appointment (if there is one).  At this point we would trigger another smart campaign (we'll call that instance 2!). 

 

However I have no way of instance 1 referencing the correct appointment date at this point.

 

Does anyone know of a way I can tackle this problem?

 

Thanks,

Adrian

Outcomes