EMS: Trigger for Activity Type

David Pearson asked on September 1, 2016 20:21

Is there a way to set the trigger to a custom activity name under the additional condition? Is it a macro for that?

Thanks David

activities ems

Correct Answer

Jan Hermann answered on September 1, 2016 22:05

I hope I follow your request. Please use following macro:

Contact.DidActivities("MyCustomActivity", 30, false)

Where 30 is number of days in the past it looks for that custom activity.

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Recent Answers

David Pearson answered on September 6, 2016 14:16

Hi Jan,

Is value the "MyCutstomActivity" the same value stored in ActivityTypeInfo.ActivityTitle?

Thanks David

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Jan Hermann answered on September 6, 2016 16:34

Hi David,

No, it's ActivityTypeInfo.ActivityTypeName.

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David Pearson answered on September 6, 2016 17:18

Thanks Jan, this afternoon, I will do some testing, and let you know what I find.

David

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David Pearson answered on September 6, 2016 22:13

Hi Jan,

I was able to save the Activity Type as Purchase in Contact Management. In the Marketing Automation Module I created the Triggers rule for Activity performed with activity type of Purchase.

The condition I set is Contact.DidActivities("Purchase",1,true). I got a caution sign stating Current Settings can cause the start of unnecessary instances of the same process. Debating if this is an issue.

Thanks David

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Jan Hermann answered on September 7, 2016 09:42

Well, everytime your contact perform the main activity you configured that further condition gets evaluate and if the contact passes the condition the automation process starts.

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Martin Hejtmanek answered on September 8, 2016 12:46

Hi David, just think about if you want to have one process for multiple purchases or one process per each, and configure the options accordingly. The warning is there just to stress out you should think about it.

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David Pearson answered on September 8, 2016 15:23

Thanks I now have a working trigger in the Marketing automation module. After a sample is order I can waiting so many days to sent out a follow email.

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