05-20-2024 08:12 AM - edited 05-20-2024 08:12 AM
We are using Marketing Pro and we are trying to set up an email automation that targets 'Unsold Estimates'.
The logic I set up for the audience seems to work for some customers but others are only receiving the first email in the sequence and they are receiving it at exactly 5 days apart which is not the intended schedule.
We are trying to target estimates that were sent 2 days ago. We want the customer to be in the audience for 30ish days until the last email in the sequence sends.
INCLUDE:
Estimate
Estimate Status: Open
Created On Date: Between 3 and 25 Days In the Past
Dollar Value: Greater than $1
Business Unit: xxx, xxx, xxx
Opportunity Status: Not Attempted, Unreachable, Contacted
Technician: xxx
EXCLUDE:
Estimate
Opportunity Status: Won, Dismissed
OR
Customer
Last Email Date: Less Than 3 Days In the Past