Email Reminders Sent before Upcoming Deadline Date

[Cory_Gabor1]

Good afternoon,

I have a request to set up a campaign using a "Lock Expiration Date" field. They want a reminder sent out 3 days prior to this date, 1 day prior to this date, and the day of the date.

What would be the best route to go here?

Would it have to be pretty similar to the way birthday campaigns work in Marketo; batch campaign/campaign is requested/wait until next anniversary?

Thanks!

[Rachel_Noble · Accepted solution]

Two methods for this.

Method one: use a Advanced Wait Steps

Method two: use a Smart Campaign for each email. Using birthday as an example. This campaign identifies anyone who has a birthday in the next 4 days, but no less than 3 days from now, giving you anyone with a Lock Expiration Date 3 days out.

Personally, I'd go with Method #2.

[Cory_Gabor1]

Thanks for the help Rachel! I didn't realize I could use the "minus" under the advanced wait step.

[Cory_Gabor1]

Hi Rachel,

Can you confirm this set up?

Smart List:

Flow:

[Rachel_Noble]

This looks good to me! Make sure to set it so people can only run through once a day or so in case the lock expiration date is typed in wrong and then corrected or something like that.

[Cory_Gabor1]

Will do, thank you!

[Rachel_Noble]

No problem!

On Fri, Jul 13, 2018 at 2:33 PM Cory Gabor <marketingnation@marketo.com>