Tokens for Reoccurring Dates

Forum|Forum|11 years ago
December 10, 2014
5 replies
1231 views

I'm trying to set a date in a reoccuring email to update automatically. For example, the date i want to reference in the email is the first Wed of every month. I was thinking a token would be the best way to do this but i'm not sure how to set this up. I see that i can set a token for one date but not sure if i can set additional logic. Any help here would be awesome.

Marketo

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Grant_Booth

Level 9

Hi Kristy, try creating a custom lead field to hold the date, and then have a recurring smart campaign which updates the field's value earlier that day using the {{system.date}} token:
https://community.marketo.com/MarketoArticle?id=kA050000000LBvaCAG

I hope that helps!

Dory_Viscoglio

Level 10

An alternative method here (which is a little more work, but would also work) is to create 12 emails for a year, and in the send email flow you could use the add choice step, and say if date is January 1 - 31, send email for Feb; if date is Feb 1 - 28 send email for March; etc.

A

Anonymous

Dory,

How would you dynamically change the date within the email in your scenario?

A

Anonymous

Grant,

How do i set a date in there as an initial? Do i have to create a fake lead?

Dory_Viscoglio

Level 10

Hi Kristy, I'd create the 12 emails for the entire year right now, so it isn't really dynamic, but you would be able to set it and forget it for the year.

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