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Customer experience | Sales, Customer Insights,...
Suggested Answer

Recurring customer journey based on value that resets?

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Posted on by

Hello, I am looking to set up a recurring customer journey in which a contact, if no action has been taken for 30 days, is sent a reminder email to perform xx.  The segment is built on a field containing a number value of 1 - infinite number of days.  If the value = 30, the journey will trigger. 

Once they perform xx action, the number in the field will reset to 0, and again at 30 days, they will need to receive another email reminder. 

Any thoughts on how to make this work?    

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  • Suggested answer
    Nya Profile Picture
    29,060 on at

    Hi NJK,

    There is no need to create the field to record the days.

    When a behavior block is added, the filter can be found in the following location which can be set to limit the time.

    pastedimage1643097275014v1.png

    You can set the segment as the following way so that it can exclude contacts with corresponding actions within a month.

    pastedimage1643097347638v2.png

    Then set the segment as the audience of the recurring journey.

  • Community Member Profile Picture
    on at

    Sorry - wasn't clear- the field is needed due to some of the needed data pulling in from another data source. The field will not be a calculated field.  The main question I have is verifying that if the value is 30 and the person is added to the segment on a recurring journey, will they be put on the journey again should the value reset and grow to become 30 again?

  • Community Member Profile Picture
    on at

    I should also clarify that the action that they need to take may not be recorded via the journey itself - so it cannot be tracked via email click, etc. - it is a login elsewhere.  I cannot change this variable.

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