02-12-2014 02:09 PM
I am currently using ACT! Premium 2012, which is hosted on a server. I am trying to create a smart task (to be manually ran). However, after the first step is cleared and completed, I do a time delay. After the time delay should be complete, it does not move the contact to to the next step nor does it show any pending tasks in the pending smart tasks box.
Example of smart task I am trying to run.
Step 1: Send Introduction letter
Step 2: Wait 7 days
Step 3: Introduction follow-up call
Step 4: Wait 14 days
Step 5: Send Email Tip 1 ( I have swiftpage e-marketing).
Step 6: ... so on...
02-13-2014 04:09 AM
02-13-2014 06:46 AM
Thank you for your response.I've tried testing it with 1 minute increments for the wait period - still nothing! I'm not able to find the setup offline smart tasks (i'm an administrator).
I'm not sure what to do!!
02-13-2014 07:42 AM
02-13-2014 02:37 PM
02-13-2014 03:03 PM
02-14-2014 08:34 AM
First off - Thank you for trying to help me, it is greatly greatly appreciated!
I tried both of your suggestions. This is what happened.
I’m testing this with a single contact with a test smart task I created. I made a 2 step smart task (without a time delay). The first task, (To-Do task) ran and scheduled correctly. I made sure that the task was cleared and marked complete. The second task (everything set up exactly the same as the first task (still a To-Do task) ) did not run or schedule anything.
Any more ideas?