Is it possible to trigger a campaign based off a date (for us, it's an expiration date) but start sending the emails six months before the date starts? I'm dealing with multiple renewal cycles of time in about 40 different states. I'm trying to find a way to create one campaign with tokens and segments for states to all flow off of one trigger.
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I'd look at this as a countdown, and perfect for a score field.
You can use a Date token to do this.
Basically you populate the lead record with the expiration date as a field
The in your flow you choose a wait step
Select the little gear to the far right of the wait step
In type choose date token
In end on choose the field that contains the value, minus 180 days
Then begin your nurture as you normally would.
This will completely solve your problem for all users.
Would this be done off of a triggered campaign -- or could I just run the campaign daily and it would pick up any added leads that qualified?
Hello! This is a fantastic tip - thanks so much for sharing
Has everything behaved as it should if people are in the wait steps for up to a year?