I'm trying to set up a reminder email for a SFDC event, and hoping to get some help. I've searched to no avail, and feel like I'm missing something simple.
Our users can schedule an appointment with our sales team using a webform. The form creates an Event activity in SFDC. I'm trying to send a reminder email to the user 6 hours before the meeting.
I know that I can create a SmartList that adds members to the campaign when an activity is logged (or updated) using the Description, Priority, Status, Due Date, Owner, is Task, Date of Activity, and Min. Number of Times fields as constraints.
I have three questions:
Thanks from a new Marketo user,
Hi Adam Masur,
So your points 1 and 2 will not be feasible. The point 3 should be thought, as the status field can be used in contraints.