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Veronica H just answered this question in another post. It looks like that future wait steps can get built using advanced wait tokens. Can't wait to try this out.
Thank you for posting this idea - I am trying to build a similar campaign and am frustrated at the lack of an IN THE FUTURE constraint.
Can you explain your workaround in a little more detail? Specifically, I am trying to build a campaign that sends an email once a quarter based on their start date. We added 4 fields their start date + 90, start date + 180, etc. Where I'm getting hung up is how I can build a list of all the folks that start + 90 = today, start +180 = today, etc.
Any help is greatly appreciated.
Just think I figure out a way, would love to know your thoughts about it.
I set a batch campaign where:
- the smart list had the criteria license start + 90 was in the past 1 day
- flow is send email
- scheduled a recurrence to run daily
Conor, would have answered earlier but I was traveling.
Nice work, I think you have it set up right. Hope it's working for you.
A couple of assumptions/notes....
1) The 4 fields are setup with SF workflows that populate the fields when the original field is populated or changed. NOT A CALCUALTED FIELD.
For example, if the renewal date is July 1, 2014, the workflow would make the start date + 90 October 1, 2014.
In most cases, it's not recommended to use SF calculated fields as that value only syncs back to Marketo if there is a change to the record. Marketo doesn't see a daily calculated date field change as a change of data since it's a calculation.
2) The field is at the Lead, Contact or Account level. If it's at an Opportunity level, different complexities get introduced since there can be multiple Opportunities within an account.
3) I use TODAY but the Past 1 day should work just fine. You may also want to set the schedule so the lead qualifies to a limited time frame (like once a week or month). This is just a backup to help prevent double mailings in case some funky thing happens with your data.
Awesome tips, really appreciate the help Jeff!!