Joey_Forcelli1

Joey_Forcelli1

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Date Last Visited
‎01-28-2020 02:06 AM
Level 5
Joined the community 07-10-2015
Rank Icon Level 5
Seattle, WA
  • solved badge Re: Automate email sends to Salesforce contacts

    You can set this up as a single, reoccurring batch campaign. Simply define your criteria in the smart list and anyone that qualifies that day will be automatically sent the email as setup in the campaign flow.JF

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  • Re: how to send emails x days before variable due date

    Hey Jennifer,One thing to keep in mind when using the advanced wait steps is that if a lead schedules an appointment with less than 48 hours notice they will be sent the text and email reminders right away. For example, the text and email reminder will be sent immediately if I register today for an...

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  • Re: Your Appointment Starts in 1 Hour

    You could create 8 reoccurring batch campaigns to run at your desired times assuming that the time slots will always be the same..For example:SL: Appointment is in future 1 hourFlow: Send email, 1 hour reminderSchedule: Every Mon-Fri at [1 hr before appointment]You would create a campaign for each a...

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  • Re: Nurture Track for Credit Card Expirations

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  • Re: Calendar View of Campaigns?

    Hey Nina,Do you have have access to the Calendar functionality in your Marketo instance? Below is a link to the calendar resources in product docs.Marketing Calendar - Marketo Docs - Product Docs

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  • Re: Nurture Track for Credit Card Expirations

    Exactly! When people update their CC info you will want to remove them from the flow so that they stop receiving the nurture emails. You will need to setup a smart campaign to listen for when the CC # is updated for your campaign members.

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  • solved badge Re: "In Past Before" Qualifier Issues in Smartlists

    I have not yet but I plan on doing so. I will keep you posted on what support says.

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  • Re: Tips for a Summit first-timer?

    I would HIGHLY recommend keeping up with whats happening on the app. Last year was my first year and I did not know many people attending the conference. Before the big closing party I checked out the app and saw that there was a group of people who were in the same boat (not knowing many conferen...

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  • solved badge "In Past Before" Qualifier Issues in Smartlists

    I ran into an issue the other day and I am wondering if anyone else in the community has encountered this issue.I created a smartlist to pull all leads where [date field] was in past before 6 months, that was the only criteria. The number of leads that qualified for the smartlist was way more than ...

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  • solved badge Re: Automate email on date field

    Awesome, glad that did the trick. Remember to mark this question as "answered".

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Public Statistics
Date Registered ‎10-07-2015 11:27 AM
Date Last Visited ‎01-28-2020 02:06 AM
Total Messages Posted 100
Likes Received 55
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