Filter Help with Custom Fields

Corey L. shared this question 4 hours ago
Answered

The end goal here is to prevent auto emails and status change automations from triggering when certain organizations book events online. Currently, I'm utilizing the following:

  • Optional Field (*customfield-347617*) for Organizations - checkbox "Exempt From Deposit"
  • Automations which send email reminders for deposits based on filters

I'm struggling to get a filter to work properly. Here's what I have so far, but the results appear to be wonky:

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Any help would be appreciated. Thank you!

Comments (1)

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If you are utilizing the optional field checkbox to prevent the automation from triggering, this should work.

Can you explain what you are wanting to use the Lead Event Dates field for?

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Honestly not required... I just wanted to ensure I wasn't accidentally affecting old leads while I was experimenting. My concern at this point is that the Leads list doens't show any leads at all when I run the filter unless I have no report selected. As soon as I select a report - no results. Just doesn't leave a warm & fuzzy...

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...and this:

988dc9ca7c75742d5c1d4afd8d1d8a65

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It actually looks like the optional field is an Organization type optional field while the Filter is a Lead type filter. This would be why you are seeing 0 results.

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Correct... because I want to filter on Leads that have those particular organizations as the customer...

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A lead filter is not going to show the correct results for an organization optional field. You would need to use an Organization filter or change the optional field to a lead type field.

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...as an alternative to preventing auto emails (and actually my preferred outcome) is that those leads simply have the "Deposit Paid" checkbox turned to 'checked'

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It looks like you also have an optional field checkbox called "Organization is Exempt from Deposit" that is a lead type field that can be used in your filter.

This field is not connected to "Exempt From Deposit", meaning if one is checked, it does not mean the other is for certain.

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Correct... that isn't being used at this time, but has not been removed.


To be more clear, I don't care if we use automations, optional fields, filters, or VBA Code.... I just need to prevent my best customers from getting auto-emails when they choose to book online and pay by check.

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The best way to prevent these customers from being sent an automatic email from the email center or an automation would be to create a filter as you are trying to do.


If this is only meant to affect customers who have autobooked and plan to pay by check.. The best way to set this up would be by creating an optional field as there is no other way for the software to know if the customer intends to pay by check.

You could create a lead/customer type optional field that can be used in a lead type filter. Though this would not indicate anything on the organization level, only the customer profile that is attached to the organization.

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Wouldn't this need to be applied manually at the lead level each booking?

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If it is a lead/customer type optional field, you can apply to the customer profile and it will automatically apply to the lead when using the same customer profile.

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Thank you! Is there a way to adjust the deposit to 0% on those leads, or is it best to just turn off the reminder emails?

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You could use create a customer type for these profiles under Settings-->Customer Type and set the required deposit amount to $0.

This would also require you to turn on the optional field "Customer Type" in settings-->Optional Fields. With this field turned on, it would become a required field on your leads and you would then need to set the customer type for each lead that you create. This may not be ideal if you do not intend to use customer types for any other customers.


If the above option does not work, then turning off the reminder emails would be best.

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