Automation Criteria: “days without an event invitation since being added to the project”

Owned by Faustina Lawrence (Unlicensed)
Last updated: Jun 04, 2024
2 min read

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

This automation criterion 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.

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), select the option called “days without an event invitation since being added to the project” from the dropdown list.

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

  2. In Condition 3 (THIS), enter a number.

  1. Now you can add Actions that will be done to contacts who were not invited to an event after adding them to the project.

  2. Once you are done, press Save.

  3. Now an Alert will be generated for the contact when the number of days, that contact was not invited to an event, has exceeded the entered number.

Related articles