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Good afternoon, Christina!
In this case using a trigger might not be the best idea if you forsee a large amount of leads that might all convert to a customer at the same time as this could cause a noticeable drop in performance when they all hit the campaign. I'm testing out a few ideas I have to accomplish this, so I'll get back to you as soon as I have something more "presentable" for a possible idea/solution.
Have a good day!
Hi Christina, Do you have that field synced to Marketo? If so, it's as simple as a Smart Campaign using the "Data Value Changed" trigger, Account Creation Data field "Is not empty." The flow would start with a one year waitstep and then sent the email.
You may want to include a fliter in the flow step like "if lead status is client" just as a safeguard in case you have anyone that jumps ship early, I don't know your business so I don't know that it would be necessary.
Finally, you would likely want to create a report about the email's activity to be sent to you monthly (or weekly depending on volume) so you can keep up with when these are going out.
Hope that helps!
Awesome! Thanks Emily
Cool! I didnt even know that was there!
So if I set this up as everyone has help me to do here, will this only impact those leads entered from today on? Or can the system look at the field I am calling in the Data Chnage Value and calculate 1 year from there? (some may be today/tomorrow, etc.)