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July 25, 2016
Question

Set a trigger campaign for x days before opportunity close date

  • July 25, 2016
  • 1 reply
  • 1074 views

I need a way to set up a trigger campaign that can send emails x days before renewal, then y days before renewal etc. The only way I can think of to do this is in SFDC itself by adding some date fields of date - x days and then using that field in Marketo, but does anyone know if there is a way to do this within Marketo off the opportunity close date?

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1 reply

Josh_Hill13
Level 10
July 26, 2016

This is well documented and can only be done as a Batch campaign that runs daily and waits until specific dates based on Renewal. Please do a search around on "Renewal Emails"