SOLVED

Trigger based off expiration date -- with 6 month lead time.

Go to solution
Anonymous
Not applicable

Trigger based off expiration date -- with 6 month lead time.

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.

1 ACCEPTED SOLUTION

Accepted Solutions
Alok_Ramsisaria
Level 10

Re: Trigger based off expiration date -- with 6 month lead time.

Here's a similar example of what Jamie recommended. Drop me a line if you need help in implementation along with MKTO segments.

Snapshot - Renewal.png

View solution in original post

6 REPLIES 6
SanfordWhiteman
Level 10 - Community Moderator

Re: Trigger based off expiration date -- with 6 month lead time.

I'd look at this as a countdown, and perfect for a score field.

Anonymous
Not applicable

Re: Trigger based off expiration date -- with 6 month lead time.

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.

Alok_Ramsisaria
Level 10

Re: Trigger based off expiration date -- with 6 month lead time.

Here's a similar example of what Jamie recommended. Drop me a line if you need help in implementation along with MKTO segments.

Snapshot - Renewal.png

View solution in original post

Anonymous
Not applicable

Re: Trigger based off expiration date -- with 6 month lead time.

Thank you!!!

Anonymous
Not applicable

Re: Trigger based off expiration date -- with 6 month lead time.

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?

Emily_Poulton1
Level 3 - Champion Alumni

Re: Trigger based off expiration date -- with 6 month lead time.

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?

Thanks!