Hello,
I have a problem.
My clients have mortgages that end on a specific date. I would like to send them an email 1 month after this date.
So I have created a Marketo field "Date": end_mortgage-credit.
In the flow of my smart campaign, how is it that I can automatically send an email one month after a specific date?
Currently I use the ;
if end_mortgage_credit between 01/03/2020 to 31/03/2020
send email end credit.
This operation is not at all automatic because I am obliged to choose a specific date. So the following I'll repeat my operation... Not really automatic marketing
Solved! Go to Solution.
You don't send the email in the flow.
You merely set the value -- this is your upcoming reminder date, that can be consulted in other contexts.
Then have a batch campaign that sends to everyone whose reminder date is today.
Set another Date field, call it Reminder Date (for example) to
{{lead.First Date Field}} + 30 days
(using Change Data Value).
Run a daily batch to everyone whose {{lead.Reminder Date}} is today.
Thank you. Honestly I've tried something else witch failed... so I take your solution
Finally I want send the email 14 days before their end mortgage credit
does my pictures show the correct action ?
thank you
ignace
Not just
-14 days
the new value is
{{lead.fv_end_mortgage_credit}} - 14 days
Thank I'll try your new spelling of the new value. I keep you informed.
AAAHHH I don't achieve want I want do !
In my flow I've done the following thing
And finally,
It has send the email 14 days before the end_mortgage_credit but in my mail It has changed the date of my "fv_end_mortgage_credit" so it's wrong.
Why do I need to create a new field "reminder date" if I take the mortgage credit as referencies ?
Could you show me an another example in your screen ? I get crazy
I have also tried to make this but it doesn't work
Thank you
Just create another Date field! That was the original concept. You can easily keep 1 or more Date fields a certain number of days before/after a master Date field.
Hi Sanford, sorry for my incompetence, but I try to make it without retainer... So I follow your advice I've create a Reminder Date field.
I ve done a print screen for check with you
is it correct ?
Thank you
Ignace
Hello Sanford Whiteman, I'v achieve my target ! I'would like to say THANK YOU to you and also for your selfcontrol in front of many questions from me
How can I congrats you on the community ?
Have a good day.
Ignace