Tried using the customer journey with "Record Updated" Target, however unable to get anywhere with it. Any suggestions?
Hi Veena,
It’s glad that your problem has been solved.
Please kindly mark as verified if you had found my answer helped, it would be greatly appreciated.
Regards,
Clofly
Thank you Clofly. Appreciate your help. I tried and it worked.
Hi Veena,
It seems that the trigger field of "Record Updated" tile couldn't be a specific value.
I thought there were 2 ways to achieve your requirement:
1. Create a workflow and trigger it when a opportunity is closed as won, then send an activity email with campaign to related contact.
(But activity email is plain and not beautiful)
2. Create a dynamic segment based on Won opportunities and fine their related contacts,
then send marketing campaign email by adding the segment into customer journey:
Firstly enable Opportunity entity to be available in segment relationship:
In Settings > Marketing settings > Marketing data configuration:
Secondly build a segment and find related contact from Won opportunities:
An closed test opportunity record:
Filters in segment:
Related contact from closed opportunity:
Regards,
Clofly
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