Filter Parameters
Answered
Hi,
We have an automated text to go out to customers with their delivery time. We noticed it wasn't going out to one of the Lead Statuses - Confirm GD.
If I add that status, is this the correct way to do it?
The same question You can't vote. Please authorize!
You can't vote. Please authorize!
Do the field names need to be rearranged so the Status ones are together?
Do the field names need to be rearranged so the Status ones are together?
Instead of equals I would use "contains" confirmed that way it would send to confirmed and confirmed gd
Instead of equals I would use "contains" confirmed that way it would send to confirmed and confirmed gd
Good point BUT we also have a 'confirm PU' status that is for pickups so we wouldn't be sending them a text.
Good point BUT we also have a 'confirm PU' status that is for pickups so we wouldn't be sending them a text.
Then you would want to use equals and add both of the confirms you want to match
Then you would want to use equals and add both of the confirms you want to match
thank you but I would put 'Lead Status' = Confirmed OR Lead Status = 'Confirm PU' correct?
thank you but I would put 'Lead Status' = Confirmed OR Lead Status = 'Confirm PU' correct?
Yes, use OR in between
Yes, use OR in between
and does it matter the order of the field names matter? Like should it be Lead Status OR Lead Status AND Lead Start Time - in that order? Or does the order not matter?
and does it matter the order of the field names matter? Like should it be Lead Status OR Lead Status AND Lead Start Time - in that order? Or does the order not matter?
Order won't matter but I would group the statuses together and then the lead start time separately
Order won't matter but I would group the statuses together and then the lead start time separately
Does this look right?
Does this look right?
That looks good! And then to test out I always run the filter on the leads page....it's a good way to be sure that the filter is actually making sense. You can be sure the leads that show are what you would expect
That looks good! And then to test out I always run the filter on the leads page....it's a good way to be sure that the filter is actually making sense. You can be sure the leads that show are what you would expect
Uh oh- It's only showing the Confirm GD status, not the Confirmed status.
Uh oh- It's only showing the Confirm GD status, not the Confirmed status.
and it's showing leads further than 18 hours ahead for Lead Setup Start time...
and it's showing leads further than 18 hours ahead for Lead Setup Start time...
What is the name of this filter?
What is the name of this filter?
Replies have been locked on this page!