Trigger/Batch Email Campaign Using Future Date Trigger | Community
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A
Anonymous
February 18, 2018
Question

Trigger/Batch Email Campaign Using Future Date Trigger

  • February 18, 2018
  • 2 replies
  • 4509 views

I'm trying to figure out how to set up an automated email campaign that fires an email one day before a deposit deadline date.

I tried using a batch campaign where the "If {{lead.Deposit Date}} is in future 1 day, then send XYZ email" but that doesn't seem to work correctly. I also tried setting up a trigger campaign to look for new leads added to a list and then "wait 1 days before {{lead.Extended Deposit Date}} at 6:00 AM EST" but that didn't work correctly either.

I'm not sure what I'm missing. If a lead has a deposit due on Feb. 24, I want the email to send on Feb. 23 to remind them of their deadline.

I didn't think this would be a complicated trigger, but I don't think I'm using a filter correctly. I read several posts on here about setting up just this thing, but I guess I'm confused.

I'd appreciate any help I can get!

PS - Our Marketo instance is NOT synced with SFDC nor Dynamics nor any CRM. Not sure if that makes a difference, but I wanted to put that out there. We are relying on a manual import of data every other day to update deposit dates.

Thanks!

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2 replies

Grégoire_Miche2
Grégoire_Miche2
Level 10
February 18, 2018

Hi Anne,

The fact that you not have a sync has no impact.

My preferred way for doing this : Use a filter "Deposit Date in next 2 days", so that the lead is included 48h in advance, and in the flow, add an advanced wait UNTIL the {{lead.Deposit Date}} -1 day. Make sure that every person can qualify only once for the smart campaign, and schedule it to run every day.

-Greg

    A
    Anonymous
    February 19, 2018

    Thanks Greg. So you're saying my Smart list should look like this:

    And my flow should look like this:

    Since it's a batch campaign will that work? When I try to schedule a reoccurrence, the system says I won't support it

    Grégoire_Miche2
    Grégoire_Miche2
    Level 10
    February 19, 2018

    Hi Ann,

    Delete you wait step and add a new one. click the gear icon on the right :

    then in the dialog select "date token":

    Finally, select your field, then minus and 1 in the 2 other entry fields:

    -Greg

    SanfordWhiteman
    SanfordWhiteman
    Level 10
    February 19, 2018

    +1 to Greg's answer... only thing you might do differently is if the {{lead.Deposit Date}} is reset periodically (which its name and presence directly on the lead suggest) then you have to let them run through the SC again.

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