New opportunity AFTER receiving an email | Community
Skip to main content
Nate_Sato
Nate_Sato
New Participant
August 10, 2020
Solved

New opportunity AFTER receiving an email

  • August 10, 2020
  • 1 reply
  • 1316 views

I'm trying to pull a list of people who received one of our emails and then created a new opportunity in the past month.

I have this smart list created

The problem I'm running into with this Smart List is that it also includes people who had a new opportunity created in the past month and THEN received an email (which is possible the way our campaigns work).

 

Is there a filter or logic I can add so that it only gives me people who were sent an email and then inserted a new opportunity?

 

Thanks 

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.
Best answer by SanfordWhiteman

You want a trigger campaign that triggers on Added to Opportunity with a filter of Was Sent Email.

 

Use that campaign to set a DateTime field like Most Recent Email-Attributed Oppty  (or whatever name you want) to {{system.datetime}}.

 

Your Smart List looks for people where that DateTime field is in an interesting date range.

1 reply

SanfordWhiteman
SanfordWhitemanAccepted solution
New Participant
August 10, 2020

You want a trigger campaign that triggers on Added to Opportunity with a filter of Was Sent Email.

 

Use that campaign to set a DateTime field like Most Recent Email-Attributed Oppty  (or whatever name you want) to {{system.datetime}}.

 

Your Smart List looks for people where that DateTime field is in an interesting date range.

Terms & ConditionsAccessibility statement

Loading footer...