Removing leads from flow 6 months before contract end date

RobShi · ‎09-17-2023

Hi,

I'm trying to create a smart campaign to do the following:

Add to flow when record becomes a new client

Send and email every 6 months

Remove lead from flow 6 months prior to the record's 'client end date'.

Repeat 10x

So far I have the following:

Not too sure how the middle step options work for date so I went with 'in future'.

Would the logic for Remove from Flow work like I am aiming for? If not, what should I be doing?

Cheers

Rob

Darshil_Shah1 · ‎09-17-2023

In future 6 months will qualify anyone whose "Client End Date" is non-empty and is any value in the range of today till 6 months from today. If their "Client End Date" is any date that is not in this timeframe (if it's in the future after 6 months or in the past), they'll not qualify. So, using this as a choice step condition in the Remove from Flow flow step would essentially remove people whose "Client End Date" is in the range of today till 6 months from today, and they'll not be sent further emails if there are any in the flow. As a side note, I think you should consider changing the order of flow steps to: Wait, Remove from Flow, and Send Email (and repeat the same order for rest of the emails). This will ensure that you do "Client End Date" check before sending the email and not after it. Also, if you're going to send different email assets, then you can also set up an engagement program for this- you could use the same entry and exit criteria for adding and removing people from the engagement program. This would eradicate the need to have a set of Wait and Remove from Flow flow steps in b/w the Send Email flow steps (other capabilities like Pause a Person's cadence, add more emails with ease, etc. also come out-of-the-box with the engagement program).

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