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A
Anonymous
May 15, 2017
Solved

Opp is updated after specific date

  • May 15, 2017
  • 3 replies
  • 2720 views

Hello Everyone,

I'm creating a nurture stream for a Late stage. We need to send an email for people in a stage with more than 25 days and a reminder email for people in that stage after an specific date.

So I create a list where I add all the leads that received the previous email and for the reminder I created a Trigger campaign "Opp is updated" -Days in current stage > 30 days and Date of activity is an specifi day.

I still have some doubts if this will send the reminder email for people in that list that meet the criteria and will only get fired after the specific days. I know a batch could be a better option but the we are looking to automate the whole process with trigger campaign.

Does anyone used this in a flow previously and know if this will work? I'll appreciated any suggestion.

Thanks!

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Best answer by Grégoire_Miche2

I do not think it will work. The reason is that I suspect the Days in current  stage to be a formula field in SFDC. And this will not update and will not fire an "opportunity is updated" trigger in Marketo.

You will have to run a batch campaign that qualifies people daily, instead.

-Greg

3 replies

Grégoire_Miche2
Grégoire_Miche2
Level 10
May 15, 2017

Please move your question to Products where it belongs. Marketing Central is for generic (non Marketo specific) marketing questions. In Products , more people will see it a be likely to answer.

Please move it and we will answer form there.

-Greg

David_Gaible
David_Gaible
Level 5
May 15, 2017

Hi Diego,

The logic looks sound.

When I've built out engagement stream transition rules in the past and wanted to test the logic, I'd have a smart campaign with the same logic run for a week; the smart campaign only had 1 step 'add to list'. Have that campaign run for a week and then compare your list members to a report in Salesfore that has the same logic. Great way to QA your logic before launching the campaign.

Grégoire_Miche2
Grégoire_Miche2Accepted solution
Level 10
May 15, 2017

I do not think it will work. The reason is that I suspect the Days in current  stage to be a formula field in SFDC. And this will not update and will not fire an "opportunity is updated" trigger in Marketo.

You will have to run a batch campaign that qualifies people daily, instead.

-Greg

A
Anonymous
May 16, 2017

You are right Grégoire, Is a Formula field. Then what type of field should I use to trigger  Opp is updated instead ?

Grégoire_Miche2
Grégoire_Miche2
Level 10
May 16, 2017

On a date issue, there is none. The date never changes, while the delay reduces.

The alternative would be a time based workflow in SFDC that would change a specific field value when the opportunity becomes eligible. Then you would be able to fire your trigger on this field. But this seems quite a complex solution to be considered only if it's really worth it

Otherwise, keep to the batch approach.

-Greg

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