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Hello everyone!

 

This thread is for our weekly Thursday Admin Office Hours session, which will be held this coming Thursday, May 28, 2020 at 11am PT / 12pm MT / 1pm CT / 2pm ET. I’ll be covering for Scott today.

Please submit your questions below as replies to this post in advance if you can, and we'll address them during the session (or if there’s a quick answer available, we’ll post as replies to the questions).

There is no need to register for these sessions - you can join at any time. Once the session is underway, I will go in order of questions posted below first, then field questions from anybody else who has joined as well. Look forward to talking with you!

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Thursday, May 28, 2020 at 11am PT / 12pm MT / 1pm CT / 2pm ET

 

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Hello! I am looking for guidance on how to leverage a conditional wait to evaluate information in SFDC, which is not present at the time of the initial sync. Originally I had created the conditional wait using a “participant field,” however, I realized that the CW only evaluated information that it pulled during the sync. I think leveraging a Calculate Field instead is what I need to do.

 

My use case is - 

Kick off email sent (contains link to a form) > Customer hits conditional wait >

If customer completes form within kick off email, the Comments field on the implementation project within SFDC will be populated > Customer will receive Next Steps email. 

If customer does not complete form within kick off email, the Comments field will be NULL > Customer receives reminder email to complete form.

Hey Spencer, using one program, is it possible to send the initial email to one contact role and a second email to a different contact role if the first email bounces. If not, what is the best way to build a participant list off of bounced emails. 


Thanks!

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