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A
Anonymous
August 15, 2016
Question

Trigger of Date Field Equals Today

  • August 15, 2016
  • 2 replies
  • 3330 views

We have a date field called "follow up date" that our sales team fill out for when to re-send them a certain lead that's in nurturing.

We want to create a campaign with a trigger of if the follow up date equals the system date (today). Then in the flow we would do what we need to to assign it to sales.

Any solutions on how to do this? Even suggested external tools?

Thanks!

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2 replies

Jim_Thao7
Jim_Thao7
Level 8
August 15, 2016

You won't be able to use tokens in the smart lists, but what you can do is set your smart list to check if the "follow up date" field is not empty.  Then, they will move to the flow. 

In the flow, you can add choices.  This is where you can define the logic of if "follow up date" is "{{system.dateTime}}" then do something.

A
AlokRa4
Level 10
August 16, 2016

You can use a trigger like this:

A
Anonymous
August 16, 2016

Technically yes, but I think Tamar is not truly talking about a "trigger" in the Marketo sense, because the above would only fire when the data value changes (as opposed to "firing" whenever a lead's follow-up date == today).

Josh_Hill13
Josh_Hill13
Level 10
August 16, 2016

I believe the correct method is to run a daily batch campaign that says

If Follow Up Date IS NOT EMPTY, then Call a Trigger that does Wait until {{lead.Follow Up Date}} and then do XYZ.

Use a Date Token in a Wait Flow Action - Marketo Docs - Product Docs​

there are other choices with this method as well.

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