Dynamic drop/exclusions from a program
None
I see a lot of cases where people want to have people drop from programs based on specifc criteria being met after entering the program. Let's say when a CTA gets closed for a specific account/contact.
I know this is possible through calculated fields in conditional waits but I feel it could easier as I've seen people struggle or not even know it was a thing. This could also be combined to handle opt outs from SFDC and I think it may be beneficial.
Any way to add some other seperate query to the program within the participant setup to pull/drop participants if they meet specific critera?
I know this is possible through calculated fields in conditional waits but I feel it could easier as I've seen people struggle or not even know it was a thing. This could also be combined to handle opt outs from SFDC and I think it may be beneficial.
Any way to add some other seperate query to the program within the participant setup to pull/drop participants if they meet specific critera?
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Plugged into my dreams!
+1, this would make it much easier to accurately pull/drop participants dynamically. The conditional wait/calculated field UI can be a little difficult to parse/test.
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