Using data fields to capture marketing activities

johnp3525
johnp3525 Member Posts: 2 NEW MEMBER
edited September 24 in Campaigns and Email Marketing #1

I use pipedrive to capture how prospects interact with our content and webinars. Each time someone downloads a piece of content I've set up a zapier automation that creatives a new value in a person multiple options field. However, I'm now experiencing problems as some fields have many values in them and I'm not able to simply do selections to email people based on previous specific behaviours. Has anyone advice on how to use data fields to capture prospect actions so I can then run segmented email campaigns easily? thanks!

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Answers

  • Axel
    Axel Member Posts: 27 VERIFIED MEMBER
    10 Comments 5 Likes First Answer Photogenic
    edited September 25 #2

    Hi @johnp3525 ,

    Because it is a multi select field, you need to put "contains" in your filters instead of "is"

    Then you will have all persons with at least this value

    Let me know

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