Skip to main content
Stephanie_Emor1
Stephanie_Emor1
Level 1
Jun 13, 2018 2:40 PM UTC
Question

Possible to automate an email to go out exactly X days after an activity?

We would like to automate an email to send each day to those who had a certain activity exactly 20 days ago (in this case, their trial ended exactly 20 days ago, which throws them into a new lifecycle stage - so there is a data value change we can filter on).

As far as I can tell, there is not a way to do this with the filter constraints, as if I were to use an exact day (is) then I cannot automate it, and if I use "in past" then I include more than I want to. This is not something that we have time to develop - we need a fast fix. Long term, I would add this into the general communication flow and make use of wait steps, but we don't have time for that right now. Any suggestions, solutions, hacks?

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.

10 replies

rachel2-2
Level 8
Jun 13, 2018 5:01 PM UTC

Two ways:

1) Smart list filter looks at "today" and the flow has a wait step of 20 days before sending the email

2) (Preferred method) Use 2 filters: In Past Before 20 Days, In Past 21 Days

Translate
    SanfordWhiteman
    User Group Leader
    SanfordWhitemanUser Group Leader
    User Group Leader
    Jun 13, 2018 5:32 PM UTC

    3rd way:

    Set a field like Post-Trial Reflow Date to

         {{lead.Trial Expiration Date}} + 20 days

    Batch sends to everyone whose Post-Trial Reflow Date is today.

    Translate
      Veronica_Holme4
      Veronica_Holme4
      Level 9
      Feb 22, 2019 3:25 AM UTC

      This method recommended by Sanford 100% works. It's how I do all my license renewal and trial comms now. Blissfully easy.

      Translate
      Jay_Jiang
      Jay_Jiang
      Level 10
      Jun 13, 2018 11:45 PM UTC

      Do you have to use filters + batch? Could you not use trigger on "revenue stage is changed" and flow:

      wait 20 days

      send email if revenue stage is X

      EDIT:

      Alternatively, trigger on "data value changed" and flow:wait 20 days

      send email if life cycle stage is X

      Translate
      Stephanie_Emor1
      Stephanie_Emor1Author
      Level 1
      Jul 11, 2018 10:32 AM UTC

      As mentioned in my question - we do not have time for the wait step. What I am looking for is a solution that does NOT use a wait step.

      Translate
      rachel2-2
      Level 8
      Jul 12, 2018 10:54 PM UTC

      The second method does not have wait steps. Hopefully we find something that works for you!

      Translate
      Terms & ConditionsAccessibility statement

      Loading footer...