We're launching a new program and would like to test the follow up process. To do so, I'm considering to set up a smart campaign in this way;
Trigger: When a form is filled
Actions:
If day of the week is Mon, Wed, Fri, send email A
If day of the week is Tue, Thurs, send email B
If day of the week is Sat, Sun, wait until Mon and send email A
Is it possible to do that? If not, what'd be the workaround? Since this is just a test, I'd not really like to set up another custom field in SF to convert the date into day of the day... (I wish I can pull the SFDC campaign-related date, but it doesn't seem possible).
Hi Kanako,
You can do this with 7 Smart campaigns, one for each day of the week. They all will have the same "fills out form trigger". Their flow step will have the same structure.
The "Monday" campaign
But honestly, I would rather consider a webhook to compute the day of week and based on this, send the appropriate email.
-Greg
Greg, thank you for such a quick response!
Can we simply pick "Wait until Monday" in the Flow part? If so, does it mean this SC would send Email A until next Monday?
You can set up the wait step to "wait 1 minute, end on Monday" in the advanced wait setting.
Add a lastFormFilloutDayOfWeek custom field to the form:
MktoForms2.whenReady(function(form){
form.onSubmit(function(form){
form.addHiddenFields({
lastFormFilloutDayOfWeek : ["Sun","Mon","Tue","Wed","Thu","Fri","Sat"][new Date().getDay()]
});
});
});
Or do what Greg said, or use a webhook engine.
Also pay attention to timezone juggling. The above will give the day in the lead's local timezone.