Is there a way to tag a customer, automatically, with the month and year they completed something?

My sales pipeline has the customer complete a screening process / evaluation called a blitz. And then repeat that screening every year. Then, if they meet the criteria of the blitz evaluation they move on to full training. Is there a way to automatically tag the client with the month and year they completed the blitz?

Goals:

  1. To be able to easily segregate the contact list into those that successfully completed the blitz in the last 3 months or last year.
  2. To be able to easily see all the times the contact has completed the blitz. (So all tags will be named STATUS - Blitz Complete - YYYY MM)
  3. To be able to use decision diamonds on the data.

Thanks!!!

You would either have to run a 12 part decision diamond that would trigger the given tags by date, or use a 3rd party to auto-create a tag and apply it based on the year/month they went through the process.

The way you could complete this natively in Infusionsoft, would be to create a custom field for “Blitz Completion Date” and have a ’set field timer’ run that sets that date for the day they go through and overwrite any existing date. You can use that date in a decision diamond.

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