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Trigger campaign based on unique date

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Ande_Kempf4
Level 5 - Champion Alumni

Trigger campaign based on unique date

We are wanting to set up a trigger campaign to send an email to a client contact in our system based on their contract renewal date. Is there a way to set up this workflow in Marketo? Any tips are welcome!

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Josh_Hill13
Level 10 - Champion Alumni

Re: Trigger campaign based on unique date

There are threads on renewal dates and opps.

The idea is that when you receive a Won Opp, you push the lead into a Wait step  using the in future before or something like that. Then it looks at the date field token or waits until Date-180days for example.

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Geoff_Krajeski1
Level 10 - Champion Alumni

Re: Trigger campaign based on unique date

Ande Kempf​, do you have the contract renewal date as an available MKTO date field?

Couldn't you can create filters based on the date "in future" and a value of "30 days" or something along those lines?

Ande_Kempf4
Level 5 - Champion Alumni

Re: Trigger campaign based on unique date

Not yet -  but we can create that field.  Basically we are needing to contact all clients when their contract renewal date is up and notify them of system changes.  We are just aiming to make this an automated process.

Josh_Hill13
Level 10 - Champion Alumni

Re: Trigger campaign based on unique date

There are threads on renewal dates and opps.

The idea is that when you receive a Won Opp, you push the lead into a Wait step  using the in future before or something like that. Then it looks at the date field token or waits until Date-180days for example.

View solution in original post