I have a reminder email which is triggered off of an anniversary date for the lead. I'm using a smart program to do this.
My smart list consists of a single trigger - 'add to list' with a static list specified. My flow consists of a: wait until the lead's anniversary date, at 8 am and b: send the email. Of course, this allows emails to send seven days a week.
I'm using 'add to list' as my trigger as my CRM is not integrated with Marketo (yet). I add leads to a static list and this sets the process in motion while recognizing individual anniversary dates.
Any ideas to improve upon this process, and/or to allow me to force these sends only on workdays, would be appreciated.
normally this is done with a batch.
but you can have a second wait step like
Wait 1 second UNTIL 8am on M-F