6 Replies Latest reply on Mar 17, 2014 9:17 AM by Conor Fitzpatrick

    Annual Renewal Nurture - How to trigger emails based on a Future Date?

    Jeff Coveney
      I am trying to build out some nurturing campaigns targeted at cutomers whose annual license is about to expire. For example, a customers purchases a 1, 2 or 3 year contract. When it hits 90 days from that contract expirtaion date, we want to start sending subscription reminder renewal emails. I know I could adjust the campaign weekly and run it manually but I'd like to set and forget.

      Is there a good way to use a timeframe condition for the future? Instead of date is in the last 90 days, would like to say date is in the next 90 days in a nightly campaign that grabs members.

      For SF gurus, is it possible to build some kind of Days til Expiration field in SF that calculates the timeframe until renewal? I could then run a trigger campaign when that number hits 90. I would rather do through Marketo though as I've seen where SF doesn't always sync SF only changes over on a regular basis.

      Thanks for any insight.