I have a campaign node that sends an email which then connects to two outcomes. The transition lines have a short delay and then one has "email clicked" ticked and one has "email opened".
I am finding that my audience will go down the path of email clicked if they click on the link, but anyone who just opens the email without clicking remains participating in the email stage and does not progress down the "email opened" path.
My question is, is there a default delay in determining if a user did not click a link? For instance, will the campaign wait for a day before assuming that user is not going to click and move them down the path? Or do I need to refine my criteria?
I need to make file attachment mandatory in Lead object (Attachments and notes) at Sales in progress stage. If there isn't any file attached I need to prohibit user to go to the next stage. Any suggestions?
In order to achieve the goal, you can use a business process in the case, which will check the "availablity" of the files and links to the details of the specified section.
That will be nice to use in the business process the following element:
"read data", which will read the object "file and link <section name>" according to the filter <section name> = id of the transfered record.
After that, using the formula, you will be able the check the availabillity of the files the the records of the corresponding section.
Hello, thanks. Yes, I have done the check of file in that way, but after check is done how can I prohibit user to proceed to the next stages without file. Only manual transition is allowed between stages.
I am so sorry for misunderstanding. Currently such an option can't be achieved but i am sure we will do our best to add such a feature in future releases.
Yana, you can achieve this in a business process in front end when the stage is changed and the file is missing then you roll back to the previous stage and you can also show a popup to the user that the file is missing.
