"Final" Smart List Continually Updated until all Flow parameters met before Email Sent? | Community
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nhabischWings
Level 5
June 8, 2021
Solved

"Final" Smart List Continually Updated until all Flow parameters met before Email Sent?

  • June 8, 2021
  • 1 reply
  • 3572 views

Hello all,

Sorry for reiterating likely simple questions, but here's my situation:

Smart List:

- Trigger = Email A is delivered

- Member of Program B

- Boolean Days Since Last Card Activation (Between 21 and 60 ) - This is for a Debit Card activation

- Unsubscribed = False

 

Flow Steps:

- Wait = 15 Days

- Send Email B

 

Thought process is this:

1) Customer gets Email A, triggering the next step listed above

2) After 15 days the customer will get Email B

 

The question is: Does the Smart List criteria continually update until the 15 days is over and Email B is sent? Essentially the point of this is a reminder email if a customer has not activated their debit card by the time Email B is ready to send. 21 days after a first activation email and before 60 days (Where Email B is in the process).

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Best answer by Michael_Florin-2

I hope I understand your question, but if I do, the answer is: Absolutely not.

 

Your Smart List is evaluated exactly once: When Email A is delivered. If all additional filters apply at that point in time, a person qualifies for the flow steps.

 

If you want continous checking of conditions, run it as a recurring batch.

 

Was Email A delivered today? - check AND

Is Member of Program B? - check AND

Credit Card activation time frame okay? - check AND

Subscribed? - check

 

Now run my flow steps.

1 reply

Michael_Florin-2
Michael_Florin-2Accepted solution
Level 10
June 8, 2021

I hope I understand your question, but if I do, the answer is: Absolutely not.

 

Your Smart List is evaluated exactly once: When Email A is delivered. If all additional filters apply at that point in time, a person qualifies for the flow steps.

 

If you want continous checking of conditions, run it as a recurring batch.

 

Was Email A delivered today? - check AND

Is Member of Program B? - check AND

Credit Card activation time frame okay? - check AND

Subscribed? - check

 

Now run my flow steps.

    N
    nhabischWingsAuthor
    Level 5
    June 8, 2021

    Thank you!

    What would be the best way to setup a progression like this:

    1) Card opened - send email

    2) If card not activated in 21 days, send email

     

    We use a "Days Since" field that tracks how many days since last card activation. So I'm assuming I would put that at 21 and then remove the "Wait" flow step?

    Michael_Florin-2
    Michael_Florin-2
    Level 10
    June 8, 2021

    I'm experiencing a déjà vu 🙂

     

    Very similar to what we discussed here: https://nation.marketo.com/t5/product-discussions/testing-a-long-drip-campaign/m-p/313355#M176999

     

    A wait step is a solid procedure. Send Email A, Wait X Days, and then send Email B with the additional constraint that the card was not activated. Or Wait X Day and then remove from campaign if the card was activated.

     

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