I'm new to the Marketo platform and I need some advice on how to create an appointment reminder based on multiple customer qualifications. Scenario - sending a reminder to schedule an annual evaluation and test Smart List - Will the below order filter my list to the correct customers? We're using a custom object to keep record of multiple appointments. The annual evaluation is a specific appointment type in our system. I'm able to use the custom object to show - Has appointment: true Appointment Date & Time: in time frame > Last Year Appointment Type: is > annual evaluation Last Test: in past before > 1 year Flow - Need help here! I want to use the Wait step to send this reminder email 30 days prior to the date of the customer's last test. However, when I attempt to use the Advanced Wait Properties > Date Token option, the fields from my custom object aren't available. Is there a way around this? Or do I have to use something different? Any and all advice is appreciated. If, based on your experience, you recommend I built this entirely different, I'm open to that. If you need more details, I'm also happy to provide it. Thanks in advance!
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