Overview
The Lead Within Time Period job is a Processr job which will flag any lead which has been created outside of a specific time period. While it is based on the createdTs field by default, it can be updated to look at a custom field from the form, allowing you to reject leads based on other date fields, such as opt-in dates or asset download dates.
Setup
1. Within your campaign, navigate to the Processr tab.
2. Click Add Job and select Lead Within Time Period from the dropdown list.
3. Click Configure beside the job to update the settings. By default, the job is configured to the createdTs field, which is the date and timestamp appended to the lead at the time of upload.
In the below example, you can see the default settings, where the start and end dates can be configured.
However, the settings of the job can be updated to be based on a custom field, rather than the createdTs field. In the below example, the settings are configured to reject any lead which has a response_date value which is 7 days earlier than the current date at the time of upload.
4. To obtain this configuration:
a) Click Add Item to add two new rows to the configuration.
b) In the first new row, add 'mapping' into the left field, and delete 'Value' from the right fieldname.
c) In the second row, use the first icon beside the field to move it to the right, into the indented position.
c) Add 'createdTs' in the left field, and your custom fieldname in the right field.
4. Click Save.