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How to send an email the following month?

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How to send an email the following month?

Hello,

I have a problem.

My clients have mortgages that end on a specific date. I would like to send them an email 1 month after this date.

So I have created a Marketo field "Date": end_mortgage-credit.

In the flow of my smart campaign, how is it that I can automatically send an email one month after a specific date?

Currently I use the ;
if end_mortgage_credit between 01/03/2020 to 31/03/2020
send email end credit.

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This operation is not at all automatic because I am obliged to choose a specific date. So the following I'll repeat my operation... Not really automatic marketing  

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Accepted Solutions

Re: How to send an email the following month?

You don't send the email in the flow.

You merely set the value -- this is your upcoming reminder date, that can be consulted in other contexts.


Then have a batch campaign that sends to everyone whose reminder date is today.

View solution in original post

10 REPLIES 10

Re: How to send an email the following month?

Set another Date field, call it Reminder Date (for example) to

    {{lead.First Date Field}} + 30 days

(using Change Data Value).

Run a daily batch to everyone whose {{lead.Reminder Date}} is today.

Re: How to send an email the following month?

Thank you. Honestly I've tried something else witch failed... so I take your solution

Finally I want send the email 14 days before their end mortgage credit

does my pictures show the correct action ? 

thank you

ignace

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Re: How to send an email the following month?

Not just 

   -14 days

the new value is

   {{lead.fv_end_mortgage_credit}} - 14 days

Re: How to send an email the following month?

Thank I'll try your new spelling of the new value. I keep you informed. 

Re: How to send an email the following month?

AAAHHH I don't achieve want I want do ! 

In my flow I've done the following thing

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And finally,

It has send the email 14 days before the end_mortgage_credit but in my mail It has changed the date of my "fv_end_mortgage_credit" so it's wrong. 

Why do I need to create a new field "reminder date" if I take the mortgage credit as referencies ? 

Could you show me an another example in your screen ? I get crazy   

I have also tried to make this but it doesn't work

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Thank you

Re: How to send an email the following month?

Just create another Date field! That was the original concept. You can easily keep 1 or more Date fields a certain number of days before/after a master Date field.

Re: How to send an email the following month?

Hi Sanford, sorry for my incompetence, but I try to make it without retainer... So I follow your advice I've create a Reminder Date field. 

I ve done a print screen for check with you

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is it correct ? 

Thank you

Ignace

Re: How to send an email the following month?

You don't send the email in the flow.

You merely set the value -- this is your upcoming reminder date, that can be consulted in other contexts.


Then have a batch campaign that sends to everyone whose reminder date is today.

View solution in original post

Re: How to send an email the following month?

Hello Sanford Whiteman‌, I'v achieve my target ! I'would like to say THANK YOU to you and also for your selfcontrol in front of many questions from me  

How can I congrats you on the community ? 

Have a good day. 

Ignace