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Re: Wait step timing question

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haley_s
Level 1

Wait step timing question

We would like to create an onboarding program where a welcome email is sent out a day after a person opens an account with us. Our database is updated every night at midnight.

 

This means that if someone opens an account on Monday, our Database would be updated to reflect this information on Tuesday, and on Tuesday, that person would be added to our program. If we added in a “Wait 1 day” step, that wait step calculates 1 day based on the date they were added to the program (Tuesday), vs the date they actually opened the account (Monday) – correct? So, in this scenario with the added 1-day wait step, the person would get our welcome email on Wednesday?

 

I checked the documentation/read through other user questions on this and didn’t find what I was looking for, so any help is appreciated.

2 ACCEPTED SOLUTIONS

Accepted Solutions
Jose_Rafael_Par
Level 3

Re: Wait step timing question

You could use a really short wait step - like, 1 minute - and add a constraint that says the wait must end at 6 am (or whenever you want the email to go out) M-F. Marketo will interpret that to send the email the next time it's 6 am on a weekday, regardless of how long it's been since the triggering action took place. 

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Carrie_Chandle1
Level 6 - Community Advisor

Re: Wait step timing question

Hey @haley_s... to answer this question:

 


If we added in a “Wait 1 day” step, that wait step calculates 1 day based on the date they were added to the program (Tuesday), vs the date they actually opened the account (Monday) – correct? So, in this scenario with the added 1-day wait step, the person would get our welcome email on Wednesday?

It depends on how you set up the program and smart campaign - are you looking for one smart campaign to add the customer to your program, wait, and then send the welcome email? Or are these separate smart campaigns?

 

Assuming you're using triggers, it sounds like the new customer would be added to your program shortly after midnight, so using a time-bound wait step like @Jose_Rafael_Par mentioned would help you control when the email went out, and would allow you to send the email the day after the person opened an account. In one single campaign, this would look like:

 

Smart List:

Data value changed --> Is customer, new value = TRUE (this is just an example! Set this up based on whatever criteria you have in place)

 

Flow:

Change Program Status --> Member

Wait 1 min // must end on Mon-Fri 9am

Send Welcome Email

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5 REPLIES 5
Jose_Rafael_Par
Level 3

Re: Wait step timing question

You could use a really short wait step - like, 1 minute - and add a constraint that says the wait must end at 6 am (or whenever you want the email to go out) M-F. Marketo will interpret that to send the email the next time it's 6 am on a weekday, regardless of how long it's been since the triggering action took place. 

View solution in original post

haley_s
Level 1

Re: Wait step timing question

Thank you so much - super helpful! 

Carrie_Chandle1
Level 6 - Community Advisor

Re: Wait step timing question

Hey @haley_s... to answer this question:

 


If we added in a “Wait 1 day” step, that wait step calculates 1 day based on the date they were added to the program (Tuesday), vs the date they actually opened the account (Monday) – correct? So, in this scenario with the added 1-day wait step, the person would get our welcome email on Wednesday?

It depends on how you set up the program and smart campaign - are you looking for one smart campaign to add the customer to your program, wait, and then send the welcome email? Or are these separate smart campaigns?

 

Assuming you're using triggers, it sounds like the new customer would be added to your program shortly after midnight, so using a time-bound wait step like @Jose_Rafael_Par mentioned would help you control when the email went out, and would allow you to send the email the day after the person opened an account. In one single campaign, this would look like:

 

Smart List:

Data value changed --> Is customer, new value = TRUE (this is just an example! Set this up based on whatever criteria you have in place)

 

Flow:

Change Program Status --> Member

Wait 1 min // must end on Mon-Fri 9am

Send Welcome Email

View solution in original post

haley_s
Level 1

Re: Wait step timing question

This was very helpful, thank you! I had it set up with just one smart campaign, and your setup works wonderfully.

Carrie_Chandle1
Level 6 - Community Advisor

Re: Wait step timing question

Glad to hear! 🙂