Our support team has people requesting to re-enter an email engagement sequence at a later date. I know I can have a custom field set set then use a date timer for a contact to be tagged when that date comes around.
We are approaching our 100 custom field limit, so I am checking if there’s an alternative to this setup…
So far, the primary thought would be to have the Help Desk set a task on the contact record with the future date and a pop up reminder at a time close to when the task is to be completed and the tag applied.
Our Help Desk doesn’t check IS frequently, so if there were an alternative, that would be great.
Does anyone have thoughts on this?