just about to start looking at customer renewals in Marketo - using an Opportunity Close date as the trigger date field. So Close Date minus 30; minus 10 etc...
Trouble is that the Close Date doesn't seem to be a field that Marketo can use as it's not associated directly to the Lead etc record. is there a solution out there?
The use of expiration date or renewal date is well documented in various threads. You cannot use a trigger for this situation.Instead, create a daily batch which can use the Date Tokens properly.
When I search the community for either renewal or expiration date I get nothing.
Can you provide a link do you think?
You can use a batch campaign that will run daily just like Josh said.
Close date is in time frame = today
Use this as a filter, then you can accomplish what you would have needed via a trigger.
Guys, unless I'm missing something here I think you are talking about using fields which exist on the main lead record itself - but because I'm using Salesforce as the CRM, my Opportunity data comes over in the Opportunity tab under the activity log - so using something like Close Date on an opportunity isn't going to work as I don't think it's available as something that can be tokenised...
or is it?
Hi Michael Collins, we use data on the Account record to manage our renewal notifications. I use one master Date field and then have several hidden date fields for 90/60/30 days before their renewal. I found this much more reliable than trying to do the plus/minus of the date.
I run my batch flow weekly:
Yes, thanks Emily - that seems like a possibility...
although I have to say that we were sold Marketo on the fact that it could handle our Opportunity object data, particularly the renewal dates easily.
I also have a ticket open with them right now because I don't think that the 'In Future' or 'In Future After' date filters actually do what the Marketo documentation says they do... Very annoying...