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When added to suppression list, close opportunity

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Posted on by SarahGrant

I am building a customer journey where we are sending offer emails to a dynamic segment. The segment is made up of 'open opportunities' who get sent an email. Once they receive their email, they can click a button to 'opt out of the offer' which puts them into a suppression segment. I have this set up and working.

My issue is that we want to automate when someone is added to the suppression segment and close the opportunity. I have looked at doing this as a workflow but got stuck.

Any ideas??

Thanks
Sarah

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Nya 29,056 on at

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RE: When added to suppression list, close opportunity

Hi Sarah,

As long as you can capture the user's action in Flow and trigger the subsequent flow, it is not necessary to create a custom field.

If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

Best Regards,

Nya
SarahGrant 40 on at

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RE: When added to suppression list, close opportunity

Thanks Nya, this is really helpful.

My next issue is that we can send out multiple offers at the same time. For example, you get an email offering you a car, you aren't interested so you click 'opt out' and you won't get any more emails about the car. This should also close your opportunity. We also send you an email offering you a house. You are interested in this so you stay in the journey and get further emails. You remain an open opportunity for the house.

Will the same approach above work for this scenario?

I don't want to create a new field each time there is a new offer as this could be a lot of work.

Thanks

Sarah
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Nya 29,056 on at

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RE: When added to suppression list, close opportunity

Hi Sarah,

Is the 'opt out of the offer' a custom field of contacts?

If yes, your request can be achieved with a Flow.

When a record of Contact has been updated.

If the field has been set as yes.

List all the opportunities which belong to the contact.

Create a record of Opportunity Close Activity for each opportunity.

After saving it, the opportunities will be canceled as lost if the contact select the 'opt out of the offer'.

If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

Best Regards,

Nya