I am new to the Marketo CRM environment.
I would really enjoy getting some opinions and feedback on the following:
Thanks so much
For triggers for personal recognition for various milestones (eg: career anniversary, birthday et al) you can use a smart campaign in Marketo and have the 'wait' step like,
This is just to give an idea. There are more considerations.
For triggers based on behavior or engagements- they look at your web page or click on a link in your newsletter, Marketo provides 'triggers'. Like
Does this answer your question?
Clicks Link in Email doesn't use Munchkin.
Yes for Visits Web Page or Clicks Link on Web Page.
Sorry, just had to be precise.
In order to use that wait step you have to use a trigger in the smart list. I don't see much to trigger its their birthday. Any ideas?
Either you use a trigger on lead creation with wait steps until date trigger or you use simple daily batches. The second method is apparently simpler, but will be harder to keep working many years.
The first is a little more complex, but can use the yearly anniversary occurence.
As you cannot use date tokens in wait steps in batch campaigns, here is the trick :
Create a trigger campaign with a "campaign is requested" trigger, that uses the wait until token date and check the "Use next anniversary of this date" checkbox. Limits the qualification rule to be "Every time". Activate it.
Then create a batch campaign that select all leads with a birth date and has a unique "request campaign" flow step to call the previous campaign. Set the qualification rules to once every 12 months. schedule it to run every month.
Greg - The "request campaign" method works perfect. Anyone setting up anniversary/birthday type campaigns should refer this this method/thread.
But dosnt the lead who gets a mail, drop out of the flow, or do they stay untill next Anniversary and same next year?