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Journey action/tile to update a static segment (add contact to segment)

Maarten Bekaert on 5/3/2024 7:16:04 AM

As a marketeer I would like to have the option to either

  • add or remove
  • a lead or contact
  • this could be the person going through the journey
  • or a contact/lead that is linked to a record in or linked to the trigger
  • to a static segment


So that this person can be picked up automatically by another live journey that uses this segment

Category: Customer Journey Design
STATUS DETAILS
Needs Votes
Ideas Administrator

Administrator on 2/26/2025 9:47:09 PM

Could you use the activate a custom trigger and have triggers for each of the things you want to occur? i.e. the trigger could be 'add user to x segment' etc? We also do now have the ability to create leads and opportunities.