SAC 360º Automation - Saving the Date of the Last Service

Creating a Custom Field

In this example, a custom field to store the date of the last contact. This field will be used later to identify idle leads — that is, those who have not been in contact for a significant period — allowing better control over the lead limit over time.

Custom Fields (Lead).

Creating a Date-type field.

Setting Up Automation

The automation must contain the following minimum settings:

1. A title, which will be displayed in the automation list.

2. The action Update lead data, with the token {function=today}, to record the current day in the lead field.

3. Limit automation execution to contacts with the status Completed.

Then just save the automation, and start it for the already open contacts.

360º Customer Service Automation.

Action Update lead data.

Limit to the statuses.

Filtering leads that haven't been contacted for months

To filter all leads in the database that haven't been contacted for more than X days (or for less than X days), it is necessary to create a segment with a filter. When a segment has filters, it becomes dynamic — that is, all leads that meet the defined conditions will be automatically included in this segment. For this example, the condition 'The value of the lead field...'.

This allows, in the future, the creation of automations from this group of leads, such as a mass deletion or the application of follow-up strategies.

Defining the segment name.

Filter Conditions.