Re: Help With Smart Campaign Filters

Anonymous
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Help With Smart Campaign Filters

Hey!

So we are trying to create a smart campaign, where we trigger an email notifying people of an expiring trial to be sent 1 day before someone's trial expires.  As of right now, Marketo support says they don't really have a way to do this within Filters and Triggers.  So we have a field segment which gives us the date that their trial does expire, but there are no triggers/filters to accommodate this request.

So I was wondering if anyone had created a work around to make this happen.  Let me know if you need more details, you probably do in order to accurately answer my question.  Thank you!

Greer Van Dyck

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3 REPLIES 3
Anonymous
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Re: Help With Smart Campaign Filters

Hi Greer,

If you store the Expiration Date in a custom field, you might be able to use a wait step with a 'date token' and the 'minus' setting

Screen Shot 2015-08-07 at 2.45.35 PM.png

You mentioned support said it wasn't possible so hopefully this suggestion works.  

Anonymous
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Re: Help With Smart Campaign Filters

Hey!  Thank you for your quick response.  It doesn't look like I have advanced wait settings.  Would you mind explaining how you got to the box you attached?

Anonymous
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Re: Help With Smart Campaign Filters

Just click the cog wheel from the wait step (it's all the way to the right in the duration text box)

Screen Shot 2015-08-09 at 9.39.08 AM.png

Kind of hard to find the first time around..

hope it helps!