I need to create a workflow, that sends an email only to certain contacts. Specifically, I need to target clients, who have used the trial version of our software, but not the paid version.
I created a custom field in Contacts called Tag, which is an Array type. Each Contact can have multiple tags, such as "Evaluator" or "Customer". But when I tried to create a workflow where Tag is one of the conditions, I discovered, that I can't either choose from the list or type in any of the existing tags. I tried to create a condition with Contact.Tag -> has -> and there's an empty list. See screenshot: https://yadi.sk/i/FjYu7t9PuRpqJw
Why is that?
I also noticed that the Tag field is not working in the Search filters either. When I try to use Tag -> Any of - there's an input field, but whatever I type in it, doesn't affect the search results (and disappears after clicking the search button). See screenshot: https://yadi.sk/i/wLlXhjrJKs4cBw
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There actually could be another solution to my initial task: can I make a condition for the workflow like that: target Deal.Contact that is not asscociated with other Deals of a certain Sale Type?
Thank you for your help in advance.
I created a custom field in Contacts called Tag, which is an Array type. Each Contact can have multiple tags, such as "Evaluator" or "Customer". But when I tried to create a workflow where Tag is one of the conditions, I discovered, that I can't either choose from the list or type in any of the existing tags. I tried to create a condition with Contact.Tag -> has -> and there's an empty list. See screenshot: https://yadi.sk/i/FjYu7t9PuRpqJw
Why is that?
I also noticed that the Tag field is not working in the Search filters either. When I try to use Tag -> Any of - there's an input field, but whatever I type in it, doesn't affect the search results (and disappears after clicking the search button). See screenshot: https://yadi.sk/i/wLlXhjrJKs4cBw
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There actually could be another solution to my initial task: can I make a condition for the workflow like that: target Deal.Contact that is not asscociated with other Deals of a certain Sale Type?
Thank you for your help in advance.
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