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Dynamic drop/exclusions from a program

  • February 19, 2019
  • 2 replies
  • 20 views

alex_legay
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I see a lot of cases where people want to have people drop from programs based on specifc criteria being met after entering the program. Let's say when a CTA gets closed for a specific account/contact.

I know this is possible through calculated fields in conditional waits but I feel it could easier as I've seen people struggle or not even know it was a thing. This could also be combined to handle opt outs from SFDC and I think it may be beneficial.

Any way to add some other seperate query to the program within the participant setup to pull/drop participants if they meet specific critera?

2 replies

diane_morneau
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  • Helper ⭐️⭐️⭐️
  • February 19, 2019
Plugged into my dreams!


cmultanen
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  • Helper ⭐️
  • March 15, 2019
+1, this would make it much easier to accurately pull/drop participants dynamically. The conditional wait/calculated field UI can be a little difficult to parse/test.