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Marketing E-Mail Dynamic Content - Display related cases

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Posted on by 2

Hi,

we are using the entity incident (Service Tickets), it is enabled within the dataset configuration and selectable via segments and dynamics content.

,Yet I am struggling to display all tickets from the relevant contact.

pastedimage1648546098897v2.png

E.g.

{{#each contact.incident_contact_primarycontactid}}{{this.ticketnumber}}
{{/each}}

Since I am only able to select relations that point to the second entity (incident | Service Ticket) ultimately leading to the related contact e.g. pastedimage1648546179890v3.png pastedimage1648546036538v1.png

I am not sure how to display related tickets from the contact. Shouldn´t there be a selection for Contact => Service Ticket (Contact) in order to select fields such as ticketnumber?

Best regards

  • Suggested answer
    Nya Profile Picture
    Nya 29,058 on at
    RE: Marketing E-Mail Dynamic Content - Display related cases

    Hi,

    Yes. The filter can be set on some text fields but for date and time fields, it cannot be done.

    Please refer to the following section:

    Conditional statements and comparisons

  • Newmayer2384 Profile Picture
    Newmayer2384 2 on at
    RE: Marketing E-Mail Dynamic Content - Display related cases

    Ok so I am able to display ALL cases, yet I cannot filter them or dynamically display them based on e.g. modified on date

  • Suggested answer
    Nya Profile Picture
    Nya 29,058 on at
    RE: Marketing E-Mail Dynamic Content - Display related cases

    Hi,

    It has not been supported yet unfortunately.

    You can post your proposal in Ideas forum.

    With requirements like this increasing, it may well be released in the future.

  • Newmayer2384 Profile Picture
    Newmayer2384 2 on at
    RE: Marketing E-Mail Dynamic Content - Display related cases

    Hi Nya great that worked. Now If I want to get specific tickets (not in the right order they could be displayed random) based on attributes on the ticket record, I could achieve it with IF-statements is that right?

    For example tickets that were created/last modified 6 days ago?

    Best regards and THANK YOU as always

  • Suggested answer
    Nya Profile Picture
    Nya 29,058 on at
    RE: Marketing E-Mail Dynamic Content - Display related cases

    Hi,

    It depends on the role of the contact in the case (Service Ticket).

    For example, if you mean that the contact is the Customer of the case, 

    pastedimage1648800116961v2.png

    the relationship between them is this one.

    pastedimage1648800160628v3.png

    So the code should be:

      {{#each contact.incident_contact_customerid}}{{this.ticketnumber}} {{/each}}

    And the ticket number can be shown in the email.

    pastedimage1648800215693v4.png

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