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IgnaceKe
Level 2
January 7, 2020
Solved

How to send an email the following month?

  • January 7, 2020
  • 2 replies
  • 6861 views

Hello,

I have a problem.

My clients have mortgages that end on a specific date. I would like to send them an email 1 month after this date.

So I have created a Marketo field "Date": end_mortgage-credit.

In the flow of my smart campaign, how is it that I can automatically send an email one month after a specific date?

Currently I use the ;
if end_mortgage_credit between 01/03/2020 to 31/03/2020
send email end credit.


This operation is not at all automatic because I am obliged to choose a specific date. So the following I'll repeat my operation... Not really automatic marketing  

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Best answer by SanfordWhiteman

You don't send the email in the flow.

You merely set the value -- this is your upcoming reminder date, that can be consulted in other contexts.


Then have a batch campaign that sends to everyone whose reminder date is today.

2 replies

SanfordWhiteman
SanfordWhiteman
Level 10
January 7, 2020

Set another Date field, call it Reminder Date (for example) to

    {{lead.First Date Field}} + 30 days

(using Change Data Value).

Run a daily batch to everyone whose {{lead.Reminder Date}} is today.

    I
    IgnaceKeAuthor
    Level 2
    January 10, 2020

    Thank you. Honestly I've tried something else witch failed... so I take your solution

    Finally I want send the email 14 days before their end mortgage credit

    does my pictures show the correct action ? 

    thank you

    ignace

    SanfordWhiteman
    SanfordWhiteman
    Level 10
    January 10, 2020

    Not just 

       -14 days

    the new value is

       {{lead.fv_end_mortgage_credit}} - 14 days

      SanfordWhiteman
      SanfordWhitemanAccepted solution
      Level 10
      January 14, 2020

      You don't send the email in the flow.

      You merely set the value -- this is your upcoming reminder date, that can be consulted in other contexts.


      Then have a batch campaign that sends to everyone whose reminder date is today.

      I
      IgnaceKeAuthor
      Level 2
      January 22, 2020

      Hello @Sanford Whiteman‌, I'v achieve my target ! I'would like to say THANK YOU to you and also for your selfcontrol in front of many questions from me  

      How can I congrats you on the community ? 

      Have a good day. 

      Ignace

      SanfordWhiteman
      SanfordWhiteman
      Level 10
      January 22, 2020
      How can I congrats you on the community ? 

      You just did!

      Glad it's working.

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