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Automated behavior updates

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Laura F
  • Updated

Automated behavior updates run nightly to set the last action date for contacts that took the selected action during the previous day on any email to the selected database.

Behaviors

Contact Behavior: Found in classic queries on the Behavior tab. Contact Behavior is used to create classic queries that are based on specific contact behavior.

Profile Criteria: You can use this feature in queries and classic queries as part of profile criteria because the data is collected in a database field.

To set the automated behavior updates, take these steps.

  1. Go to Automated Behavior Updates under Organization Settings.
  2. Click Edit.
  3. Select a database that captures a contact's email behavior.
  4. Choose the automated behavior field that you would like to use. The fields are Open Date Column, Clicked Date Column, and Sent Date Column.
  5. Click Save.

Learn more about automated behavior updates.

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Comments

2 comments

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    Randy Arabie

    This is an organization level setting, but only applies to one database?

    In other words, only one database per organization can be automatically updated nightly to set the last action date for contacts that took the selected action during the previous day on any email to the selected database?

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    Tom Coppedge
    • Edited

    Randy, correct, only 1 database.

    Jerri, you may also want to clarify that:

    • The org admin must first create the 3 fields (data type = date) that will hold the date data before this function can be activated.  These 3 fields can be named anything the user wants.
    • As part of setting up Automated Behavior Updates, the user assigns the 3 fields they've created to be the Open Date Column, Clicked Date Column, and Sent Date Column.
    • Please also clarify here, and on the article here:

      https://help.goacoustic.com/hc/en-us/articles/360042859154-Query-who-has-not-opened-any-email

    ...which says, "Initially it updates the 3 fields based on the last 30 day history but over time, it will be able to pull much older emails' open and click data.".  Three questions:

    • By "initially", do you mean after rollup on the first night after Automated Behavior Update is activated for the database selected?
    • How soon can we expect to get data older than 30 days' worth?
    • How far in the past do you mean by "much older"?

    Thanks!

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