Filtering out people based on activity for sending campaigns
We organize many events each year and send out campaigns to invite people. We always send a second campaign to remind and activate those who haven’t registered yet.
In the second campaign, we want to filter out those who have already signed up. We have an API that adds a new activity in Pipedrive when someone registers via our form.
However, when I filter by activity as follows:
Activity > Subject > is not > [activity name],
it doesn’t work. It only filters out people with that specific activity but not those with multiple activities for other events. Does anyone have suggestions on how to fix this?
Answers
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Hello @ThomasvD12,
Since you mentioned you use API, one possible workaround would be to use multiple option custom fields to store information about the events a specific person has signed up for.
For example, when a person signs up for Event A, in addition to creating the activity, you can also update the custom field to fill in with Event A as well. Then you can filter out based on condition; the custom field does not contain Event A.
If this is something you are interested in exploring, please keep in mind when you update a multiple option custom field with API, it will over-write the existing information by default and you would need to take meausre to preserve the existing value.
One option would be where you will trigger an automation when the multiple option field is updated, you will have the automation add both the current and the before value to the field. I can share an example here:
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