how to send emails x days before variable due date

Highlighted
Anonymous
Not applicable

how to send emails x days before variable due date

Hello,

I'd like to trigger both SMS (Twilio) reminder and email reminder of an appointment time 2 days before the appointment. I read somewhere that this was possible, but can't find the answer. Hoping someone has a suggestion for a Smart campaign build that could solve the issue.

Thanks

13 REPLIES 13
Highlighted
Level 6

Re: how to send emails x days before variable due date

Hi Jennifer,

If you have the Appointment date, you could use advanced wait steps and have a Date Token, specifying the Wait to End 2 days before the Date Token for the Appointment.

2017-03-15_23h58_38.png

Hope this helps!

Balkar

Highlighted
Anonymous
Not applicable

Re: how to send emails x days before variable due date

Thank you very much for pointing me in the right direction!

Highlighted

Re: how to send emails x days before variable due date

Hey Jennifer,

One thing to keep in mind when using the advanced wait steps is that if a lead schedules an appointment with less than 48 hours notice they will be sent the text and email reminders right away.  For example, the text and email reminder will be sent immediately if I register today for an appointment tomorrow.  This is because Marketo ignores wait steps that have expired.

You can add a "remove from flow" flow step to combat this from happening.  Add the remove from flow step prior to your advanced wait step and add a choice.  The choice should be used to remove anyone whose appointment is in the future 47 hours.  This will ensure that those people that schedule less than 48 hours in advance will be removed from the campaign and not receive the 2 day reminders.

Your flow should look like this:

  • Remove From Flow:
    • Choice 1: If Appointment date in future 47 hours remove from this campaign
    • Default: Do nothing
  • Wait: {{lead.appointmentdate}} minus 2 days
  • Send Reminders

Hope this helps.

JF

Highlighted

Re: how to send emails x days before variable due date

Hi Jennifer,

This question belongs to "products", which is a better place to have many people seeing it an help you

-Greg

Highlighted
Anonymous
Not applicable

Re: how to send emails x days before variable due date

Ok. Thank you. Have moved.

Highlighted
Anonymous
Not applicable

Re: how to send emails x days before variable due date

I managed to find the relevant section. But I got a response that it is an Unsupported Token. Not quite sure how to progress further?  (Am not very familiar with tokens)

Highlighted
Level 6

Re: how to send emails x days before variable due date

Hi Jennifer,

The token needs to be {{lead.fieldname}}  - could you confirm if the correct field was picked?

Thanks,
Balkar

Highlighted
Level 3

Re: how to send emails x days before variable due date

Can you employ this strategy if you want to send the reminder 1 hour before the appointment?

Level 6

Re: how to send emails x days before variable due date

Hi Dan - No. We don't have a token/time field, to wait until a Time, using wait step properties. This way can only be used to wait unlit a Date - not time.