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Email Reminders Sent before Upcoming Deadline Date

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Level 4

Email Reminders Sent before Upcoming Deadline Date

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!

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Level 6 - Champion Alumni

Re: Email Reminders Sent before Upcoming Deadline Date

Two methods for this.

Method one: use a Advanced Wait Steps

Screen Shot 2018-07-12 at 5.03.12 PM.png

Method 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.

Screen Shot 2018-07-12 at 5.08.19 PM.png

Personally, I'd go with Method #2.

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Level 6 - Champion Alumni

Re: Email Reminders Sent before Upcoming Deadline Date

Two methods for this.

Method one: use a Advanced Wait Steps

Screen Shot 2018-07-12 at 5.03.12 PM.png

Method 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.

Screen Shot 2018-07-12 at 5.08.19 PM.png

Personally, I'd go with Method #2.

View solution in original post

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Level 4

Re: Email Reminders Sent before Upcoming Deadline Date

Thanks for the help Rachel! I didn't realize I could use the "minus" under the advanced wait step.

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Level 4

Re: Email Reminders Sent before Upcoming Deadline Date

Hi Rachel,

Can you confirm this set up?

Smart List:

2018-07-12_16-28-28.png

Flow:

2018-07-12_16-27-08.png

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Level 6 - Champion Alumni

Re: Email Reminders Sent before Upcoming Deadline Date

This looks good to me! Make sure to set it so people can only run through once a day or so in case the lock expiration date is typed in wrong and then corrected or something like that.

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Level 4

Re: Email Reminders Sent before Upcoming Deadline Date

Will do, thank you!

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Level 6 - Champion Alumni

Re: Email Reminders Sent before Upcoming Deadline Date

No problem!

On Fri, Jul 13, 2018 at 2:33 PM Cory Gabor <marketingnation@marketo.com>