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Mary_Hendrick
Mary_Hendrick
Level 2
June 21, 2018
Question

Drip Campaign - When Trial Date is Expired

  • June 21, 2018
  • 1 reply
  • 1403 views

Hello!  I'm trying to create a drip campaign for contacts that have entered a trial, but their trial has ended. I want to use a variable cadence for the emails (see below).  The contacts enter our system by signing up for a trial.  This populates a "Trial end date" which is either 7 or 14 days later.  I want contacts to pull into this campaign if their trial has expired, but because there isn't a trigger event at that end date, I'm not sure how to set up a smart list.

I have been able to set up a "smart list" that pulls in contacts that have an expired date within 1 day.  But, the smart campaign does not see "Added to Smart List" as a triggered campaign.

What is the best way to see up a triggered campaign or nurture campaign? 

Email Cadence

Email 1

*Wait 1 day

Email 2

*Wait 3 days

Email 3

*Wait 3 days

Email 4

*Wait 4 days

Email 5

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1 reply

Josh_Hill13
Josh_Hill13
Level 10
June 21, 2018

your smart list should drive a batch campaign that runs Daily.

I assume you can see a Trial End Date field.

Mary_Hendrick
Mary_HendrickAuthor
Level 2
June 21, 2018

Are you talking about a smart list filed under "database" or are you saying I can create a campaign smart list that constantly triggers?

Yes - I can see "Trial End Date" and have been able to make the correct smart list filed under the "Database" Section of Marketo.  How do I drive these contacts into a campaign that runs daily?

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