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Birthday Sales Alert

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Anonymous
Not applicable

Re: Birthday Sales Alert

Hi Amy,

You will need to set this up as a Trigger Campaign.  At this time, lead/company tokens are not supported in the wait step if it is a batch campaign.

Thanks,
Cheryl
Caryl_Mostacho
Level 7 - Champion Alumni

Re: Birthday Sales Alert

What if your date field is located on the Opportunity. Are you able to use this Wait step option?