Campaign for After Sales and need multiple contacts in my recipient list that are attached to a deal
Hey, I want to generate a recipient list that comes from every deal we have won (=basically customers). At the moment, I can only add the main contact to my sender list automatically. But I don't want only the main contact from that account, I want every contact that is attached to the company / deal in my recipient list. In B2B context I have a lot of people within one company to close a deal, it is not only one. And I would like to keep all of them posted with a dedicated campaign just for our customers.
Is there a way or a workaround to accomplish that?
Cheers!
Comments
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Hi Moritz,
Actually it's not possible to get all the contact from a company where you won a deal.
BUT, you can manage it by another way !
1/ Create a new filter in the organisation view : all the company that have a won deal (Deal - status - is - won).
It will shows you all the company with at least one won deal.
Modify them by a buld edit, and change a specific custom field that you created before with a specifi value that you can return. Or if you have the label Customer on it, it will show you all the organisation with the label customer.
2/ Go, on the contact person view and create a new filter. This new filter need to have a condition concerning the organisation, for example : Organisation - Label - is - customer or "the new specific custom fields" is XX, so it willl shows you all the contact person who works for an organisation that have a won deal.
I hope this could help you for your question.Have a good day !
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