Send Campaign Based on Future Contract End Date. | Community
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A
Anonymous
October 3, 2013
Question

Send Campaign Based on Future Contract End Date.

  • October 3, 2013
  • 2 replies
  • 885 views
I am trying to send an email daily to all of our Salesforce Accounts whose contract is expiring 30 days in the future. Unfortunately  "in the future" is not an option.  Does anyone have a work around for this?



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2 replies

A
Anonymous
October 3, 2013
You could make a new field in SFDC, let's call it "30 Day Expiration Date". When contract date is created or edited in SFDC, take the date from that field -30 days and add that value to the field "30 Day Expiration Date". Now you can use that field as your Marketo filter.
A
Anonymous
October 4, 2013
Hi Jessica,

You can use the Wait step to accomplish this. Here is an article for your reference: https://community.marketo.com/MarketoArticle?id=kA050000000L98K

What I am imagining is a trigger campaign based on when the Contract End Date field is filled in. Then, your first step in the flow would be a Wait step. Use the "Date Token" type and refer to the Contract End Date, {{lead.Contract End Date}}. Then, in the middle section, select "Minus". Lastly, enter "30" for the number of days. Lastly, select the checkbox for "Use anniversary of this date". Your next step would then be to send an Alert to whoever needs to be alerted. 
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