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Lucas_Metherall
Lucas_Metherall
Level 4
November 5, 2019
Question

Credit Card Expiry Warning

  • November 5, 2019
  • 1 reply
  • 2658 views

Hi All, 

I am trying to build out a campaign to catch people whose cards will expire in the coming month, with a three email series, dropping them off the flow if they change their details. 

Main queston right now is; how detailed can campaign flows be? i.e. can I jus thave one flow that manages it all, or do I run separate campaigns to; find the relevant people | email the relevant people | send thank you email | send follow up email etc..

Secondary question is how/why run a program success campaign to report on the campaign?

Thanks.

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1 reply

SanfordWhiteman
SanfordWhiteman
Level 10
November 5, 2019

I trust you're only storing the expiration date...

... anyway, this is effectively the same as a Birthday Campaign, search for posts on that.

SanfordWhiteman
SanfordWhiteman
Level 10
November 5, 2019

Come to think of it, you don't even need the robustness of Birthday-style logic, because the date is exact. Just recurring batches, filtering on Expiry Date [in future]/[in future after]. By changing the data value, they automatically take themselves out of consideration for the next batch.

If you set the date windows in advance, then you don't need any wait steps to determine if someone should get a follow-up. In other words, if they qualify for the campaign because their card expires in 21 days, you've implicitly already emailed them when it was 30 days (and so on). There would be some room for error if somebody signed up with a card that was already in a lower threshold (so you wouldn't have sent them the 30d notice, only the 21d), but you may not care about that.

I do want to make sure you aren't storing card numbers themselves in Marketo, though!

Lucas_Metherall
Lucas_MetherallAuthor
Level 4
November 5, 2019

Hi Sanford,

Thanks so much for the follow up. I did look through the Birthday thread and found it not quite pertinent to my needs but also felt like I had bothered you enough with questions so I left it alone.

I may also be overcomplicating it myself in MKTO (and no, card numbers not stored, only exp. Month) by finding relevant people, a separate campaign each for sms/emailing them, adding them to a list, removing from the list people whose data value (card details) changed, and then emailing people still in the list after a period of time. After that I will need to create a list of people who go through this entire flow and details still not changed for a personal call.

Is that process too many steps?

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