Need help with Email Scheduling

milanjain2208
Level 2

Need help with Email Scheduling

Hi,
I would like to configure my Marketo email campaigns to be sent only during regular working hours, specifically from 9 am to 5 pm, and exclusively on weekdays (Monday to Friday). Here's the desired behavior:

  1. If it's a working day and the current time falls between 9 am and 5 pm, I want emails to be sent immediately when certain trigger conditions are met.

  2. If it's a working day but the current time is after 5 pm, I want the email to be scheduled for delivery at 9 am on the next working day (if the next day is also a weekday. If not, the email should be sent on the following Monday at 9 am).

  3. If it's a working day but the current time is before 9 am, I want the email to be scheduled for delivery at 9 am on the same day.

  4. If it's not a working day, I want the email to be scheduled for delivery on the next Monday at 9 am.

My question is whether it's possible to achieve this entirely within the Marketo UI, using flow steps? Currently, we've implemented a solution where we calculate and update a custom 'nextWorkingDateTime' field in the Person object using our middleware service. Then, in the flow step, we wait until the 'nextWorkingDateTime' is reached before sending the email.

11590be3-be29-4f62-8d21-67f88a0c5fbb.png

However, we would prefer to handle this logic solely within the Marketo UI and not rely on our middleware service.
I've gone through these links, but I couldn't find a solution for this =>
How can you send emails within a time frame? - Marketing Nation (marketo.com)
Marketo Time-Based Logic for Emails, Lead Routing,... - Marketing Nation
https://nation.marketo.com/t5/product-discussions/sending-emails-in-working-hours/td-p/131812
https://nation.marketo.com/t5/product-discussions/wait-step-duration-end-time/td-p/205071
https://nation.marketo.com/t5/product-discussions/wait-step-timeframe-range/td-p/337098
https://nation.marketo.com/t5/product-blogs/velocitips-switch-email-content-based-on-day-time/ba-p/2...

Thanks in advance.

1 REPLY 1
Darshil_Shah1
Level 10 - Community Advisor + Adobe Champion

Re: Need help with Email Scheduling

Well, you could use advanced Wait properties, but that would allow you to mention the wait step must end on days/range (e.g., M-F) and time, but not allow you to mention the time range so people don't come out of the wait step after a certain time of the day (e.g., 5 pm). Unfortunately, I think you'd still need to rely on your external service to calculate the correct datetime and populate it in a custom field on the person object. Strategically, if this email is an auto-responder or acknowledgment email based on a person's action, then I wouldn't mind sending the email in real-time instead of making them wait for the next M-F 9-5 window.