Anniversary Campaign

[Anonymous]

Hi,

I'd like to send out emails to businesses on their 1-year anniversary of claiming their account. The "claim date" only lives as a constraint on a filter, and the timeframe cannot be set to exactly 1 year or 365 days ago. I'd like the email to automatically go out to businesses on their 1-year anniversary, but can't figure out how to set up a trigger or batch campaign with that anniversary data only living as a constraint on a smart list.

Any help would be greatly appreciated!

[Josh_Hill13]

there are a few threads on Birthday counters. I believe you will need to have the date on a field that can be on a filter.

You could say

If Opp=Won and Claim Date IS NOT EMPTY
Then
Wait until {{lead.Claim Date}}