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Automate email on date field

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Anonymous
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Re: Automate email on date field

Joseph Forcelli

THANK YOU! My test worked. Seriously appreciate all of your help with this.

Before each of the survey emails go out we have a pre email that is a soft welcome to what the survey email will be about. In my 7 employee tests all received the proper anniversary pre email and survey email! For the test I had a buffer of 10 minutes between the pre and the survey email so I could test in 1 day. But, for the actual email we wanted to do 3 days in between. Should I change the survey choice criteria to add 3 days...meaning which scenario would be correct?

Scenario #1

Screen Shot 2017-03-03 at 3.17.08 PM.png

Scenario #2 (add 3 days to the second if statement):

Screen Shot 2017-03-03 at 3.17.33 PM.png

Joey_Forcelli1
Level 5

Re: Automate email on date field

AWESOME!!!    I'm glad it is working.

Scenario 2 is correct, you will need to add 3 days to the choice criteria.

Anonymous
Not applicable

Re: Automate email on date field

Hi Joseph Forcelli,

None of my emails have gone out since this has been turned on unfortunately   I think its because when we were testing everyone had the same anniversary day, just a different year. I think I need to change something so it checks everyday..

I was thinking to set the reoccurrence on the schedule tab to run everyday? Instead of just being activated. But that would mean I would need to have a filter instead of a trigger to do that type of setting. And I know the advanced wait step only works for trigger campaigns.

Any thoughts? So bummed, I thought you solved this for me!

Joey_Forcelli1
Level 5

Re: Automate email on date field

What?!?! 

Did you add all of the existing leads to the campaign?  Are they in wait steps?

Anonymous
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Re: Automate email on date field

Heres part of the results tab so you can see the events it recorded...

Anonymous
Not applicable

Re: Automate email on date field

Screen Shot 2017-03-17 at 9.19.07 AM.png

Anonymous
Not applicable

Re: Automate email on date field

I think all of our employees were tied to a DNS test account, that may have been the issue. Running a smart campaign to unflag them and then I will reactivate the campaign. Ill keep you posted!

Joey_Forcelli1
Level 5

Re: Automate email on date field

Yea let me know, I ran a couple more tests and everything worked on my end.  Maybe we can troubleshoot offline.

Anonymous
Not applicable

Re: Automate email on date field

The smart campaign to unflag them worked. I am all good thank you SO much.

Glad this worked, your help is much appreciated!

Joey_Forcelli1
Level 5

Re: Automate email on date field

Awesome, glad that did the trick. 

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