+5I am trying to get this to change the retention stage to month 2 when then 1st day in the field is one month ago?
I have done this and whenever I am testing and changing the 1st day in the field to over a mo nth ago it does not even register the trigger on the automation history?
Any ideas what I am doing wrong here?
+28Hmm, this seems to be working for me:
Automation setup:
Testing:
Note that automations don't trigger on old data, i.e. if a record met the condition prior to the automation being turned on, the automation will not trigger on that record
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