This Swantide Workflow automatically updates a Contact's Pick-List Value after the Contact has had no activity within a set Day Range.
The Swantide Workflow, "Update Contact Pick-List Value after X Days of Inactivity", is set to run on a daily basis, and checks for related Tasks or Events on the Contact object.
Based on the variable input "Please enter the number of days on Inactivity from the Contact in which you want to update the Contact's Pick-List Field based on the input you provided above", you can set the number of days since the Last Activity was logged on the contact. Then, the flow will update a Pick-List Field (Contact Status in this example) on the contact if they haven't had a Task and Event logged in X amount of Days.
For example, if you're tracking Contacts and their level of Activity Attribution (IE Task or Event), you can update the Contact Status back to "Revisit" if the last Task or Event date is greater than or equal to 60 days from the current date.
Lets break down this Workflow a bit further by Variable Input:
Input | What it does: |
Do you want the automation to include Contacts without any initial activity as well? Type Yes, to update the Picklist Field for these Contacts, or Type No, to only update Contacts with previous Activity Logged. | This is a critical input, essentially you are saying whether or not to consider Contacts to be included if they haven't had any Task or Events to begin with.
If you enter "Yes", then not only are Contacts that have stale Tasks or Events are included, but Contacts that never have had any Task or Events will also be marked to be updated.
If you enter "No", then only consider the Contact's that have had at least 1 Task or Event in the Past to be included to be updated. Essentially, ignore any Contact's that have had zero outreach. |
Please enter the Entry Criteria for which Contacts should be in scope when the Schedule Trigger Flow runs. | Here you are entering the Pick-List field and value in scope when the flow runs to include the Contacts to potentially update.
Therefore, in the screenshot below, any Contacts with the Pick-List Value "Attempting to Contact" will be part of the automation at run time. |
Please enter in the Pick-List Field that you would like to get updated. | This is the Pick-List Field in Scope that will get updated, if the Contact has had no previous Tasks or Events in range based on the Number of Days you assign below.
Therefore, if a Contact hasn't had a Task or Event in the past 60 Days (greater or equal to), then the field Contact Status will get updated to Revisit. |
Please enter the number of days of Inactivity for Contacts that'll necessitate an update on a particular Pick-List Field based on the input you provided above. | This is the number variable you can set for the number of days of Inactivity. |
Example of Variable Input:
