JO Email Program Help
Hi friends,
Hoping someone has some ideas on how to solve my issue.
Background: We have an email program running that fires emails to customers starting at Day 3 of their contract and comes from the CSM. So, for my source, I'm using Query Builder, and looking for contracts that started 3 days ago. Then, I have waits before the next email and so on.
Problem: With the Query Builder, I'm pulling in the CSM to be the sender. That works fine for the first few emails, but what I'm running into is that the CSM can potentially change while the customer is in the program, and the emails continue to come from the CSM that was pulled when the participant entered.
Does anyone have any suggestions on how to update that CSM? Maybe I'm just missing something obvious. :)
The only things I can think to do to resolve are:
1. Have a separate program for each email so that the CSM is always correct.
2. Have the email come from a generic email instead (The VP doesn't want to do this)
3. I tried to build a conditional wait to remove any participants where the current CSM doesn't match the original one, but couldn't get it to work, and it's not ideal because I don't really want to remove participants.
Hoping someone has some ideas on how to solve my issue.
Background: We have an email program running that fires emails to customers starting at Day 3 of their contract and comes from the CSM. So, for my source, I'm using Query Builder, and looking for contracts that started 3 days ago. Then, I have waits before the next email and so on.
Problem: With the Query Builder, I'm pulling in the CSM to be the sender. That works fine for the first few emails, but what I'm running into is that the CSM can potentially change while the customer is in the program, and the emails continue to come from the CSM that was pulled when the participant entered.
Does anyone have any suggestions on how to update that CSM? Maybe I'm just missing something obvious. :)
The only things I can think to do to resolve are:
1. Have a separate program for each email so that the CSM is always correct.
2. Have the email come from a generic email instead (The VP doesn't want to do this)
3. I tried to build a conditional wait to remove any participants where the current CSM doesn't match the original one, but couldn't get it to work, and it's not ideal because I don't really want to remove participants.