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
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Seattle, WA
  • solved badge Re: Automate email on date field

    AWESOME!!! I'm glad it is working.Scenario 2 is correct, you will need to add 3 days to the choice criteria.

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    2618 2 8
  • solved badge Re: What do you think of the new MCE Exam? Any test tips for those tak...

    I feel that these changes are all for the better. I like the idea of increasing the difficulty of the exam, it makes certification more valuable to those who attain it.

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    3518 0 0
  • solved badge Re: What do you think of the new MCE Exam? Any test tips for those tak...

    Sydney - Have you taken any of the specialization exams?

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    3518 0 9
  • solved badge Re: Automate email on date field

    Hey Amanda,I setup a test campaign and the logic worked as intended (screenshots below).The 181 days in the choice step wasn't an error, this needs to be in there because the wait step is waiting 180 days AFTER the start date. A lead with a start date of 9/1/2016 will have their wait step expire on...

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    4571 2 10
  • solved badge Re: Automate email on date field

    Hey Amanda,You need to add the choice steps for each email, see example below.Let me know if that works for you.J

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    4573 0 12
  • Re: Filters for data feed updates

    Hey Erin,So informatica updates fields on the leads and then the batch campaigns are run based upon that updated information, correct? Why can't you use the data value changed filter? You could setup the smartlist to only include leads where the data value has changed within the last 23 hours.

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  • solved badge Re: Automate email on date field

    The campaign needs to be setup as a trigger campaign, it cannot be run as a batch. Use the trigger criteria "added to list" X then load the leads you want to test to that list.

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    4571 0 14
  • solved badge Re: Automate email on date field

    Hey Amanda,Ahhhh, it's tricky but I think we can still make it work.So, with how the wait step works, if the date has already passed (6 months after start date) then the wait step is skipped all together but the next flow action still happens (in this case sending the email). So under the setup I o...

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  • solved badge Re: Automate email on date field

    Hey Amanda,You are on the right track, you need to setup a trigger campaign to add the new employee leads to the program and then use the advanced wait step to deliver you emails. Depending on how your data is coming in (new lead is created with all fields available vs new lead is created, fields u...

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    Discussions
    4567 4 18
  • Re: Nurture Track for Credit Card Expirations

    Hey Kristina,Do you already have the CC expiration date setup as a date field in Marketo? If yes, create a scheduled daily batch smart campaign with "CC Expiration Date" in future 7 days to add leads to communication flow. You can setup a triggered smart campaign to remove leads from the aforement...

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    3710 2 4
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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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