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Removing a Step After a Date Has Passed

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Katie_DenHollan
Level 3

Removing a Step After a Date Has Passed

I'm wondering if it is possible to remove a flow step after a specific date has passed. Here's my situation:

I have a smart campaign that triggers based off a person filling out a form/registering for an event. The flow sends them a confirmation email, then sends them a reminder email two days before the event. There is a wait step in between the two email send steps. The problem is that when people register two or less days prior to the event, they receive the confirmation and reminder emails back to back. I'd like to set up the reminder email to stop sending after the reminder email goes out to the majority of people, but I can't figure out a way to automate this without manually deleting the last step.

I added a screenshot of the steps below. In this example, once May 4 passes everyone who runs through the workflow gets both emails back to back, and I'd like a way to say after May 4, stop sending the reminder email.

Any ideas??

FlowSteps_EventConfirmation.jpg

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Kevin_McMahon1
Level 5

Re: Removing a Step After a Date Has Passed

The easiest way to accomplish this is two separate smart campaigns:

Campaign 1: Registered - if fills out form (trigger), send confirmation email

Campaign 2: Send Reminder - if program status is "Registered" (filter), send reminder email. Just schedule this to run 2 days before the event.

Hope this helps!

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3 REPLIES 3
Trevor_Parsell
Level 6

Re: Removing a Step After a Date Has Passed

Hey Katie,

You could use two separate smart campaigns to do this. One for those who register before May 4th and one for those who register on or after may 4th.

Smart Campaign 1

List

pastedImage_1.png

Flow

FlowSteps_EventConfirmation.jpg

Smart Campaign 2

Smart List

pastedImage_4.png

Flow

pastedImage_5.png

Will this work for you?

Thanks!

Trevor

Kevin_McMahon1
Level 5

Re: Removing a Step After a Date Has Passed

The easiest way to accomplish this is two separate smart campaigns:

Campaign 1: Registered - if fills out form (trigger), send confirmation email

Campaign 2: Send Reminder - if program status is "Registered" (filter), send reminder email. Just schedule this to run 2 days before the event.

Hope this helps!

View solution in original post

Katie_DenHollan
Level 3

Re: Removing a Step After a Date Has Passed

Thanks Kevin! I agree, this is probably the simplest solution.