Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Sometimes a contact is added to a project but then the users of the project forgets to add the contact to an event.

This automation criteria will allow you to

  • Create Automation (Alert Trigger) when a contact is added to a project but not added to the event.

  • Choose the number of days the contact was not invited to the event.

    Image RemovedImage Added

Steps

  1. On the Create Automation page, in the Automation Criteria section, you will find three options, IF, IS, and THIS.

  2. In Condition Field 1 (IF), add an item to the dropdown called “days without an event invitation since being added to the project”

  3. The option greater than or equal to will be displayed in the Condition Field 2 (IS)

...