This tutorial will cover the duration in days filter for Contacts. This filter means an action will fire once every X number of days (you can customize any number of days for X.) For this tutorial, we will use 7. The actions in the Duration in Days Trigger will only be applied every 7 days for any contact that hits that day mark, or an exact multiple of it 7, 14, 21, 28 days ago, etc.)
You can do many things with the duration in days filter, customizing it for your business however you wish. Commonly it’s used to remove stale/old opportunities. For this use-case example, we’ll show you how to remove stale opportunities older than 7 days. In this example, you have two leads, John and Sally. John’s last activity was 9 days ago, and Sally’s was 7 days ago. This trigger will not fire for John because his last action was 9 days ago (Even though it’s more than 7, it’s not exactly 7). It will fire for Sally because her last activity was exactly 7 days ago. The trigger will continue to fire every 7 days, so John will eventually be caught in one of the multiples of 7 (since he’s currently at 9 days, he’ll get caught at the next multiple of 7 – 14 days.)
NOTE: The Stale Opportunities trigger will not fire retroactively but will fire on the multiple of the duration days. Part 2 below provides a solution for this.
Part 1: Create a Trigger for Filtering Opportunities based on Duration in Days
Step 1: Create a Trigger
Part 2: A Workaround For Retroactive Application Since the system won’t retroactively apply the trigger, this will allow you to ‘clean up’ any old Contacts that are in the system and considered an old opportunity before the trigger in Part 1 was created.
Step 1: Create a Tag
Step 2: Create a Trigger Using the Tag
Step 3: Create a Contact Filter
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