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Jeffrey_Hanraha
Jeffrey_Hanraha
Level 3
May 1, 2019
Question

Trigger campaign - Triggered by a date field

  • May 1, 2019
  • 1 reply
  • 2626 views

We would like to send an internal email to all of our new hires on the day that they start. Their information is put into Marketo prior to the their first day which includes a custom field with the date that they start. How would I set-up the Flow action to send out the email at 8:00 AM on the start date?

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1 reply

Chris_Wilcox
Chris_Wilcox
Level 8
May 1, 2019

You would do this as a batch campaign scheduled for each day of the week when employees may start (I'm not sure if that's M-F or only certain days of the week at your organization).

Your smart list is: (sample screenshot below)

Date Field

Operator = In Time Frame

Value = Today

Schedule that to run every possible start day of the week at 8:00AM -- Your flow step is just "send email" and pick your email asset.

    Chris_Wilcox
    Chris_Wilcox
    Level 8
    May 2, 2019

    Hi Jeffrey,

    Just curious if this resolved your issue! If you found my answer helpful, please feel free to mark it as correct and answered in the community. If you have any additional questions or need clarification to get this up and running, let me know and I'm happy to assist.


    Thanks!
    Chris

      Jeffrey_Hanraha
      Jeffrey_HanrahaAuthor
      Level 3
      May 2, 2019

      Thanks Chris, I am working on the Campaign and will let you know.

      Jeff

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