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Journey for users changing states during a transfer. — Cloud Customer Connect
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Journey for users changing states during a transfer.

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edited Sep 4, 2023 7:08PM in Journeys 1 comment

Summary

How to trigger a journey for a user that is changing states during a transfer action.

Content

I'm being asked to researching the use of journeys to process tasks needed after a user changes states and possibly other variables.

  • Internal Transfer- no state change, exempt
  • Internal Transfer- state change
  • Internal Transfer- state change, new leader of people
  • Internal Transfer- no state change, new leader of people
  • Internal Transfer- department change, no state change

I know that I can cover the exempt item via eligibility profile. But is there a way to track transactions where a state change occurs and/or a user becomes a leader of people?

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