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A
Anonymous
July 15, 2015
Question

Email People who Have a Specific Custom Object Value AND Anniversary Date

  • July 15, 2015
  • 2 replies
  • 1680 views

I have a CUSTOMER custom object in Marketo which has the customer's segment value and first order date (among other things).

I want to email only people in a specific segment (eg. UP) and whose first order date is today (in previous years).

Any help would be appreciated.

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2 replies

A
Anonymous
July 15, 2015

Hi Mir Rooshanak​,

Have you synced the custom object with Marketo yet? If not you can sync it in the Admin section under Salesforce, but you will first need to pause your sync between the two systems.

After you sync, you should be able to create an audience for "Has Customer" and then add the constraints of first order date and specific segment.

A
Anonymous
July 16, 2015

Hi Wintha Kelati​,

Thanks for the reply. We don't use Sales Force. We are using Marketo's API to push data from our data warehouse to Marketo's custom objects.

A
Anonymous
July 17, 2015

This sounds like you could do this by just putting the custom object into the smart list and adding constraints for the two fields you mentioned. If you've already tried that, could you share some more information, perhaps a screenshot, so we can help more?

Josh_Hill13
Josh_Hill13
Level 10
July 24, 2015

You will have to use the IN FUTURE operator or Wait Step on the First Order date unless your system also provides anniversary date.

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