03-27-2017 11:11 AM
I seem to be having a lot of problems getting my smart tasks to run properly (if at all). I have them set to send when I enter a date in a particular field. Sometimes they send, mostly they don't, or they go to people whose date field was filled long ago. I have set them to go 'on or after' 'today'. I have run repeated tests but most often nothing happens. It has also sent templates I didn't ask it to. The whole process is very frustrating.
03-28-2017 09:33 AM
I have a few questions and suggestions:
03-28-2017 11:20 AM - edited 03-28-2017 11:25 AM
Looks like #1 is my problem. I did what you said and it returned no results. What can we do about this?
We have workshops that we run every few months and have a schedule of emails we send every so often between when they register and when the workshop is held. We need it to trigger when I first enter the date of the workshop when they register in order for it to work properly. Do you have any suggestions?
I have selected 'run only once', I always choose from the drop down as opposed to typing in, and only have the one condition to start things off.
03-29-2017 02:13 AM
The issue is one that we are aiming to fix in a future update. For reference, it has been logged as defect D-05665.
There is a workaround for the issue, as the issue only affects Date fields, and not Date/Time fields. I'll summarize the workaround steps below:
Run the lookup test I posted above again to see if contacts are now returned in the lookup
03-29-2017 07:58 AM - edited 03-29-2017 08:00 AM
Just to be sure I checked to see what version we are running and it's Act! Pro Version 184.108.40.206, Update 2. Is this a problem with this version as well? I don't want to spend all sorts of time re-configuring things if it's not the right fix for my problem.
03-29-2017 08:54 AM