Skip to main content

Hi all,

I’ve just launched the 1st Program with JO and I have a very basic question:

the source is a query pulling data from SFDC every couple of days. When a contact that is valid for the query is added to the participant list in the REVIEW status, is there a way to:

  1. know it has been added there, maybe with a notification to the admin? Or should I peek in the list now and then?
  2. move automatically a participant from REVIEW to ACTIVE, meaning s/he’s already a valid match as s/he’s OK for the query? Or is it a manual work to do anyway?

Thanks for any help you can provide

Have a nice day!

Hello @Ester.Memoli, thank you for posting on Community. Passing this along to our Product Manager to be looked into and circle back to you with an answer.

@Ester.Memoli Welcome to the JO Club.  🙂. No, you don’t get any sort of notification when additional people are added, so it would be good to just check on it every once in a while.  As long as you have your schedule set to run and add participants to the program, you won’t need to go in and add them.  They should get added automatically.  Happy to answer any additional questions!

@Ester.Memoli Welcome to the JO Club.  🙂. No, you don’t get any sort of notification when additional people are added, so it would be good to just check on it every once in a while.  As long as you have your schedule set to run and add participants to the program, you won’t need to go in and add them.  They should get added automatically.  Happy to answer any additional questions!

Thank you! :)

Hey @heather_hansen thank you for answering @Ester.Memoli’s question. Thrilled to see how helpful this entire Community is. 

 

Informing the Product Manager that the question has been answered :) 

Reply


Terms & ConditionsCookie settings