how to send emails x days before variable due date | Community
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A
Anonymous
March 15, 2017
Question

how to send emails x days before variable due date

  • March 15, 2017
  • 4 replies
  • 5777 views

Hello,

I'd like to trigger both SMS (Twilio) reminder and email reminder of an appointment time 2 days before the appointment. I read somewhere that this was possible, but can't find the answer. Hoping someone has a suggestion for a Smart campaign build that could solve the issue.

Thanks

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4 replies

Balkar_Singh
Community Advisor and Adobe Champion
Balkar_SinghCommunity Advisor and Adobe Champion
Community Advisor and Adobe Champion
March 15, 2017

Hi Jennifer,

If you have the Appointment date, you could use advanced wait steps and have a Date Token, specifying the Wait to End 2 days before the Date Token for the Appointment.

Hope this helps!

Balkar

    A
    Anonymous
    March 16, 2017

    Thank you very much for pointing me in the right direction!

      Joey_Forcelli1
      Joey_Forcelli1
      Level 4
      April 8, 2017

      Hey Jennifer,

      One thing to keep in mind when using the advanced wait steps is that if a lead schedules an appointment with less than 48 hours notice they will be sent the text and email reminders right away.  For example, the text and email reminder will be sent immediately if I register today for an appointment tomorrow.  This is because Marketo ignores wait steps that have expired.

      You can add a "remove from flow" flow step to combat this from happening.  Add the remove from flow step prior to your advanced wait step and add a choice.  The choice should be used to remove anyone whose appointment is in the future 47 hours.  This will ensure that those people that schedule less than 48 hours in advance will be removed from the campaign and not receive the 2 day reminders.

      Your flow should look like this:

      • Remove From Flow:
        • Choice 1: If Appointment date in future 47 hours remove from this campaign
        • Default: Do nothing
      • Wait: {{lead.appointmentdate}} minus 2 days
      • Send Reminders

      Hope this helps.

      JF

      Grégoire_Miche2
      Grégoire_Miche2
      Level 10
      March 16, 2017

      Hi Jennifer,

      This question belongs to "products", which is a better place to have many people seeing it an help you

      -Greg

        A
        Anonymous
        March 16, 2017

        Ok. Thank you. Have moved.

        A
        Anonymous
        March 16, 2017

        I managed to find the relevant section. But I got a response that it is an Unsupported Token. Not quite sure how to progress further?  (Am not very familiar with tokens)

        Balkar_Singh
        Community Advisor and Adobe Champion
        Balkar_SinghCommunity Advisor and Adobe Champion
        Community Advisor and Adobe Champion
        March 16, 2017

        Hi Jennifer,

        The token needs to be {{lead.fieldname}}  - could you confirm if the correct field was picked?

        Thanks,
        Balkar

        Dan_Askin
        Dan_Askin
        Level 4
        April 7, 2017

        Can you employ this strategy if you want to send the reminder 1 hour before the appointment?

        D
        ddredger
        Level 1
        February 26, 2018

        If anyone is still having trouble with the unsupported token error message, we found we had to change the token from {{lead.fieldname}} to {{leads.fieldname}} with an s. I hope this helps!

        A
        Anonymous
        February 26, 2018

        Thanks. The smart campaign also has to be a trigger campaign and not a batch campaign. I made that switch and didn't get the unsupported token message anymore.

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