We want to create a model where, for a lead or contact, after a period of inactivity (90 days), Last touch gets set as the first thing they do to re-engage and then it gets set for another 3 month, after which last touch expires.
Anyone know if that is possible?
You’d need 2 fields: a DateTime like Last Touch Timestamp and then a String like Last Touch Details. It can’t be only one field because a String field can’t “expire”.
Once a day you run a batch SC to match people whose Last Touch Timestamp is > 90 days and clear both fields for those people.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.