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Ben_Cooper
Ben_Cooper
Level 2
July 27, 2017
Question

Time Based Action with Smart Campaign

  • July 27, 2017
  • 2 replies
  • 2583 views

I have set up a main engagement program that will bring people through a flow. I have a side email that I want to send through a smart campaign to people that haven't had date fields change in Salesforce 9 days after receiving the first email in the main engagement program. Ideally the smart list portion should look like this:

  1. Member of Engagement Program X
  2. Email was sent from engagement program
  3. 9 days after 1st email sent from engagement program, date fields have not changed in Salesforce

Step 3 is where I am stuck. I am well aware that you can apply a wait of 9 days in the flow. But, once it gets to that part, from what I understand, the smart list would have been processed. Also, we'll have new people entering the campaign, so I can't set up a batch campaign to run once. It has to be able to respond 9 days after anybody enters the campaign and hasn't had the date fields change in Salesforce. Any ideas?

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2 replies

Josh_Hill13
Josh_Hill13
Level 10
July 27, 2017

your choice step needs a smart list to check on people who haven't had those fields updated in the 9 day timeframe. That smart list doesn't have to be more than that.

Your campaign will be a daily recurring batch  that takes in people who had the email sent in the past 1 day, only Once.

A
Anonymous
July 27, 2017

If I understand this correctly, you are looking to send a one-off email to those users who were sent 1st email in your main engagement program and since then did not have a specific date field changed on Salesforce for 9 days.

Here's what you can do - Bridge campaign.

Create 2 campaigns - let's call them "Bridge" and "One-off Email".

Here's what the "Bridge" campaign would have:

Smart List -

  1. Trigger: Email is delivered (select email used in engagement program)
  2. Filter: Member of Engagement Program X

Flow -

  1. Wait - 9 days
  2. Request a campaign - "One-off Email"

& here's what the "One-off Email" campaign should be configured:

Smart List -

  1. Trigger: Campaign is Requested - Source is Marketo Flow Action
  2. Filter: Not Data Value Changed - Attribute Name and Date of Activity in past 9 days

Flow -

  1. Send Email that you intend to send.

This should probably help.

Ben_Cooper
Ben_CooperAuthor
Level 2
July 27, 2017

So, for the one off email, and I forgot to include this, the Salesforce fields will actually need to trigger if field was updated on a date that could be even longer than 9 days. It would be before a certain date though. So, would this still work if I put the attribute name (SF Field) and Date of Activity before Aug. 1 (or whatever date I choose)?

A
Anonymous
July 27, 2017

Yes, using a Salesforce' date field instead of 9 days in wait time should be alright and you can also add Date of Activity as filter on the "One-off Email" campaign.

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