To use the Contact Event Date campaign trigger, you'll need to have date type contact events available to choose from, e.g:
- Fixed loan rate expiry
Date type contact events can be added to your ActivePipe account through Custom Fields.
These should be added to your ActivePipe account before setting up your campaign.*
* If you have already started creating your campaign just Save it, and return to complete it once you have added your contact events.
Please sign in to leave a comment.