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Calculate number of years based on a date field

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Level 3

Re: Calculate number of years based on a date field

had a quick look at the documentation. So you would get the webhook to check that the date was todays date and then put a true/false in a field which would then trigger the email?

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Level 10 - Community Moderator

Re: Calculate number of years based on a date field

OK, that specific goal can be accomplished in Marketo without webhook assistance -- look for "birthday" or "anniversary campaign" in the Community. (Renewal is a form of anniversary.)

But don't get too optimistic as not all date-related goals are possible natively. For example, extended date comparison in a SC Flow (not in Smart List qualification), and arbitrary comparison between two dates or date-like strings, needs a webhook to do the (pre)calculation.

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Level 3

Re: Calculate number of years based on a date field

The renewal dates are different lengths e.g they could be 12 months, 18 months etc. I get that I could maybe put in a calculated field e.g renewal date = 30/04/2018 x 12 months = (Renewal Date) but then how do I get Marketo to know to send on that specific date if it is Today?>

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Level 10 - Community Moderator

Re: Calculate number of years based on a date field

Have you checked out the anniversary/birthday best practices? You can have different campaigns with different lengths (as long as there aren't like 100s of different options to keep track of).

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Re: Calculate number of years based on a date field

Hi Sanford Whiteman​,

Thanks for sharing this.

I managed to modify it to work (on a test email) with our system but I am having trouble passing the calculated value into an integer field.

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Is there any way to get around this? I take it the problem is the "email script token" is understood as a "text" input type.

Thanks!

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Level 10 - Community Moderator

Re: Calculate number of years based on a date field

You can't use Velocity output anywhere but in the email assembly context. It's never calculated at the flow point you're showing, so even if the red squiggly didn't show there wouldn't be any data.

If you need complex calculations like you can do in Velocity, but need to persist the result permanently to a lead field, you need a webhook solution.

Re: Calculate number of years based on a date field

Thank you fr confirming that. I was having a look at a formula field, but it seems they can't be used in smart campaigns and will not be exported. Those would be the main uses I would have for this field...