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Roger Lu (Cargomatic) 님이 #Tasks에 질문했습니다

Hi!

 

I have a contact us form on our website that we want to have a task created and assigned to some folks to triage. To notify them, I have added a step to create a salesforce task on the engagement studio. However, rather than creating the task just once when the form is submitted, it continues to create a new task daily for the task owner. I'm not sure how to stop this, but I do have the engagement studio automation set to allow prospects to reenroll in the engagement flow because I would like a new task created with the same prospect fills out the contact us form a week later. What am I doing wrong? TIA!

 

#Tasks  #Task Management  #Pardot Engagement Studio Program  #Pardot  #Automation

Pardot Engagement Studio for Contact Us Form creating daily recurring tasks - how to stop?

 

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답변 5개
  1. 2022년 1월 7일 오후 1:09

    Hi Roger, all sorted here? I hope the 'list gard' sorted it for you

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