Hi everyone, this is what the draft of our RCM looks like.
I can easily create transitions for the steps that go from inventory to inventory, like the arrow that is circled in red, the transition for that is this:
I am trying to create the transitions for Won => Wait 31 Days, and also for Lost => Wait 2 Months, and then also from the wait steps to the next inventory (i.e.: Wait 2 months => Recycle to Marketing), but I'm not sure how to do that in the smart list filter for those transitions. Does anyone have any idea how I can do this? I just don't know enough about RCM and the product docs aren't very helpful.
Do you think it should be like the transition from Won => Wait 31 Days is Lifecycle Status New value is Won. Then from Wait 31 days => Recycle to Marketing should be Lifecycle Status New value is Recycle to Marketing? Or is that too vague?
For additional context, I actually use smart campaigns under marketing activities that use triggers to this RCM and move people from one stage to the next. I'm not sure if that makes a difference in your answers to this question or not, but I figured I'd let you know.