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Use Field Value data to update rule

Use Field Value data to update rule

Slate Instance

TUH

Requestor

Marny Mitchell

Date

Feb 5, 2024

Status

status:PENDING

Summary Description

Do not include people in population who have field value added before 2/2/2024

 

Detailed description of desired deliverable:

In the rule for the MNSP Drip Marketing campaign, Marny would like to prevent anyone who has a value in their NUTR Program of Interest field rom before 2/2/2024 from being added, since these prospects have already received the combined FANPP/MNSP campaign.

Research:

I tried to use Field Values, but it didn’t work, and that turns out to be because you cannot join directlyt o the Field Values table--you have to do a comparison.

https://slate-users.slack.com/archives/C024ADGB07Q/p1707337149028699

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Outcome:

 

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