Solved
Contact Role Status in Journey Orchestrator
Not sure if this is somewhere in the documentation or not, but is there a way to filter on the Contact Role Status in the contact filter criteria area of the powerlists? We are filtering for Invoice contact, and end up getting a lot of bounced emails because the role status is inactive for a lot of accounts. Thanks!
Best answer by john_apple
I think this might be possible if you create a new Data Space using Account Contact Role as the base object and add Account ID, Account Name, Contact ID, Full Name, Email, etc. as a fields. You'll want to validate results depending on how your contact data is organized (I don't think this would work for how our data is organized). The bionic queries in Programs I think are more robust and Programs can be cloned, unlike Outreaches.
+7Hi Melissa,
I don't think you would be able to do this within a power list since contacts and account contact roles are technically two different data sets.
However, if the status is coming from Account Contact Role I am pretty sure you could do this with programs by using a bionic query.
You can create a query fetching contact data as well as account contact role data. You can then add filters to the contact role data and then perform a merge to avoid getting these inactive records.
I don't think you would be able to do this within a power list since contacts and account contact roles are technically two different data sets.
However, if the status is coming from Account Contact Role I am pretty sure you could do this with programs by using a bionic query.
You can create a query fetching contact data as well as account contact role data. You can then add filters to the contact role data and then perform a merge to avoid getting these inactive records.
Thanks Alex! I thought i might be able to do it within the programs, but we have a lot of outreaches that already use the powerlists. It would be great to be able to access that part of the contact role without having to re-create everything in the Programs environment. Thanks!
+5I think this might be possible if you create a new Data Space using Account Contact Role as the base object and add Account ID, Account Name, Contact ID, Full Name, Email, etc. as a fields. You'll want to validate results depending on how your contact data is organized (I don't think this would work for how our data is organized). The bionic queries in Programs I think are more robust and Programs can be cloned, unlike Outreaches.
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