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Re: Automate email on date field

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Anonymous
Not applicable

Automate email on date field

Goal of my email campaign is to email internal employees a survey at the following anniversaries:

  • 6 month
  • 1 year
  • 2 year
  • 3 year
  • so on...

I have created the following Marketo fields:

  • Employee First Name
  • Employee Email Address
  • Employee Start Date (date field)

I want to set up my smart list to trigger and send the emails on the anniversaries above. Im just not sure which criteria to use to grab exactly 6 months ago (or 1 year ago) because it makes you pick a specific date. We want this to be triggered and always running...

Screen Shot 2017-02-28 at 1.23.15 PM.png

I called Support and they tried a work around using the Wait step in the flow but that won't work because not everyone started on the same day (obviously).

Screen Shot 2017-02-28 at 1.45.04 PM.png

Any help or insight would be awesome, thank you!

1 ACCEPTED SOLUTION

Accepted Solutions
Joey_Forcelli1
Level 5

Re: Automate email on date field

Hey Amanda,

You need to add the choice steps for each email, see example below.

pastedImage_0.png

Let me know if that works for you.

J

View solution in original post

19 REPLIES 19
Joey_Forcelli1
Level 5

Re: Automate email on date field

Hey Amanda,

You are on the right track, you need to setup a trigger campaign to add the new employee leads to the program and then use the advanced wait step to deliver you emails.  Depending on how your data is coming in (new lead is created with all fields available vs new lead is created, fields updated at a later date) your trigger will change.  Here is how I would set it up for new leads with all three fields available:

  • Employee Survey Program
    • Smartlist: New lead is created AND employee start date is not blank.
    • Flow:
      • Wait: wait 6 months after {{lead.dcemployeestartdate}}
      • Send Email:  6 month survey
      • Wait: wait 6 months
      • Send Email: 1 year survey
      • Wait: wait 1 year
      • Send Email: 2 year survey

Hope this helps.

J

Anonymous
Not applicable

Re: Automate email on date field

Hi Joseph,

Thanks for writing back so quick! I was thinking something similar but I didnt know if it had the logic to handle date fields from previous years...meaning if I have imported a current list of employees with a start dates ranging back for example of 3/1/2015 when this campaign runs will it send the 2 year survey on 3/1 of this year?

Joey_Forcelli1
Level 5

Re: Automate email on date field

Hey Amanda,

Ahhhh, it's tricky but I think we can still make it work.

So, with how the wait step works, if the date has already passed (6 months after start date) then the wait step is skipped all together but the next flow action still happens (in this case sending the email).  So under the setup I outlined above, an employee with a start date of 3/1/2015 would receive the 6 month right away then wait as outlined.

To overcome this, you can add the date token to all the wait steps as you outlined and add a choice to each of your email flow steps with constraints around who can receive the email.  For your 6 month email choice 1 would be "dc employee start date" in past "181 days" send email: 6 month survey.  The default choice would be to do nothing.  Again, using the employee with the 3/1/2015 start date as an example, he would not receive the 6 or 12 month survey because his start date was not in the last 6 to 12 months.  Instead he would skip the first couple steps and be waiting to receive his 2 year survey on 3/1/2017.

Updated Campaign Map:

Employee Survey Program

  • Smartlist: New lead is created AND employee start date is not blank.
  • Flow:
    • Wait: wait 180 days after {{lead.dcemployeestartdate}}
    • Send Email:
      • Choice 1: if "DC employee start date" in past 181 days, send 6 month survey
      • Default: do nothing
    • Wait: wait 365 year after {{lead.dcemployeestartdate}}
    • Send Email:
      • Choice 1: if "DC employee start date" in past 366 days, send 1 year survey
      • Default: do nothing
    • Wait: wait 730 days after {{lead.dcemployeestartdate}}
      • Choice 1: if "DC employee start date" in past 731 days, send 2 year survey
      • Default: do nothing

I think we may have it this time

Anonymous
Not applicable

Re: Automate email on date field

I set up my smart campaign to reflect what you suggested and I am getting an error when I go to run the campaign. Any insight into this?

Screen Shot 2017-02-28 at 5.40.01 PM.png

Joey_Forcelli1
Level 5

Re: Automate email on date field

The campaign needs to be setup as a trigger campaign, it cannot be run as a batch.  Use the trigger criteria "added to list"  X then load the leads you want to test to that list.

Anonymous
Not applicable

Re: Automate email on date field

Thank you Joseph for all the help BUT my test didn't work, everyone on the list received the 6 months pre survey email and 6 month survey email instead of their proper anniversary survey. Here was my set up:

List:

Screen Shot 2017-03-01 at 9.45.36 AM.png

Smart List:

Screen Shot 2017-03-01 at 9.39.47 AM.png

Flow:

Screen Shot 2017-03-01 at 9.40.53 AM.png

Screen Shot 2017-03-01 at 9.41.06 AM.png

Screen Shot 2017-03-01 at 9.41.18 AM.png

Screen Shot 2017-03-01 at 9.41.28 AM.png

Joey_Forcelli1
Level 5

Re: Automate email on date field

Hey Amanda,

You need to add the choice steps for each email, see example below.

pastedImage_0.png

Let me know if that works for you.

J

View solution in original post

Anonymous
Not applicable

Re: Automate email on date field

Hi Joseph,

I tried that suggestion but it still did not work. However, I did in the choice if state date in past 180 days. I didnt know if you did 181 as a typo or if it needs to be that extra day?

Thanks again for ALL of your help with this, much appreciated.

Joey_Forcelli1
Level 5

Re: Automate email on date field

Hey Amanda,

I setup a test campaign and the logic worked as intended (screenshots below).

The 181 days in the choice step wasn't an error, this needs to be in there because the wait step is waiting 180 days AFTER the start date.  A lead with a start date of 9/1/2016 will have their wait step expire on 3/1/2016, 181 days after their recorded start date.  For each choice step you will need to account for that extra day.

Here is a snip of the campaign I setup:

pastedImage_0.png

I set up wait steps and email sends for 6 month, 1 year, and 2 years.  First test I ran was testing the 2 year survey email.  I changed my start date to March 1, 2015 (731 days back)

pastedImage_1.png

I added myself to the survey campaign and received only the 2 year survey email.

pastedImage_2.png

Because I did not meet the first 2 criteria (start date in past 181 days and start date in past 366 days), I did not receive the 6 month nor 1 year survey but instead was sent the 2 year survey right away.

The second test I ran was to test the 6 month survey send.  I changed the leads start date to Sept 1, 2016 (181 day back) and again added myself to the campaign.

pastedImage_3.png

Again, the campaign sent me the correct email (6 month survey)...

pastedImage_4.png

...And my lead was in a wait step until the 1 year survey is scheduled to be delivered (start date +365 days)

pastedImage_5.png

The key is with the criteria for the email sends.  Once you update those you should be in the clear.

Let me know if you have any questions.

J