Hi everyone,
we like to setup a reminder service for our customer.
Use case is:
- User fills out a form - which includes a date picker for a reminder
- user selects a date which can be up to one year in the future (limited by the form)
- At the specified date we send an email to the user
My current setup is:
- Fills out form saves the date as lead data field
- Fills out form triggers a campaign. In the flow I added a "wait" step specified to:
-- Type "Date Token"
-- End on {{lead.name-of-field}}
What I wonder is:
- This smart campaign - once started - has to run up to 1 year till it triggers the send out. Do I have to expect issues with such a long wait time?
- Do you see any alternative setup for this?
- How could I stop the send out for such a user in case he will change the date.
What I checked but doesn't seem to be possible
- Setting up a smart campaign which is run on a daily base
- Adding a filter like if field XY is {{system.date}} BUT unfortunately it was not possible to specify the equal value with a token.
Anyone who already made some experiences with this?
Kind Regards Wolfram
Solved! Go to Solution.
Hi Katja,
luckily was able to solve the issue 🙂
Thank you
About your question. My issue was that I simply was not able to set the filter to "today".
I thought I have to use the "is" statement BUT I was not able to define the present day as value.
Found out that the statement "in time frame" offers as value "today". So with that it worked. 🙂
Kind regards
Wolfram
If you capture the date upon the form fill, why would you need that massive wait step? Simply set up a daily batch smart campaign to send out the reminder for anyone whose value in the field is today?
Hi Katja,
luckily was able to solve the issue 🙂
Thank you
About your question. My issue was that I simply was not able to set the filter to "today".
I thought I have to use the "is" statement BUT I was not able to define the present day as value.
Found out that the statement "in time frame" offers as value "today". So with that it worked. 🙂
Kind regards
Wolfram