I'm stuck on how to create this automation so any help is appreciated!
I have two tables:
Table 1: Each record corresponds to a purchase, with the following fields:
- "Transaction Date" for the exact date the purchase was made
- "Cardholder Name" for the purchaser's name displayed on their credit card.
Table 2: Each record corresponds to a purchaser, with the following fields:
- "Full Name" is the purchasers name (exact same name as the "Cardholder Name" from Table 1).
- "Status" is a single-select dropdown that has the three options: New, Inactive, Active.
I have created a working automation that does the following:
When a record matches conditions: "Transaction Date" is on or after one month ago, find records in Table 2 where "Full Name" matches "Cardholder Name" in Table 1 AND update "Status" to Active. Essentially, If a purchase was made in the last 30 days in Table 1, this finds the record of the purchaser in Table 2, then changes their status to Active.
I also want the following automations but cannot figure out the logic behind them:
If a purchaser has not made ANY purchases in the last 30 days, set their status to Inactive.
If a new purchaser is added to Table 2, Set their status to New for 30 days EVEN if they have not yet made a purchase.
I have tried setting these desired automations up using conditional logic but always received errors pertaining to the conditions, so I scrapped them out of frustration lol
