Email Reminders Sent before Upcoming Deadline Date

Question

Good afternoon,I have a request to set up a campaign using a "Lock Expiration Date" field. They want a reminder sent out 3 days prior to this date, 1 day prior to this date, and the day of the date. What would be the best route to go here? Would it have to be pretty similar to the way birthday campaigns work in Marketo; batch campaign/campaign is requested/wait until next anniversary? Thanks!

rachel2-2 · Accepted Answer

Two methods for this.Method one: use a Advanced Wait StepsMethod two: use a Smart Campaign for each email. Using birthday as an example. This campaign identifies anyone who has a birthday in the next 4 days, but no less than 3 days from now, giving you anyone with a Lock Expiration Date 3 days out.Personally, I'd go with Method #2.

Cory_Gabor1 · Answer

Hi Rachel,Can you confirm this set up? Smart List:Flow:

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