1 Reply Latest reply on Jan 9, 2013 8:05 AM by 16011

    Campaign Trigger based on a custom date field passed

      I'm trying to create a nurture campaign targeting people who have verbally committed to a trial but haven't yet moved to the "trial status" of an opportunity.  The trick is I want to trigger this campaign based on the opportunity status AND a custom date field.  For example, opportunity status is "Verbal Trial Commit" and Data Due Date has past.  

      We don't have workflow in SFDC.  We are on Professional edition.  Can this be done in marketo?  I'm guessing it would need to be a regular occuring batch campaign in that looks every day to see if the status has changed and if the Data Due Date has passed - but I'm not sure how to write the smart list based on a custom object field in an oportunity for "Data Due Date"  Does anyone have any ideas?
        • Re: Campaign Trigger based on a custom date field passed
          Yes, this can be done in Marketo. 

          1. Do you have the Data Due Date field already in Salesforce on the Opp or Lead? If not, please expose it on the page layout.

          2. Your campaign will look like

          Smart List: Trigger: Opportunity is Updated: Attribute is Status with New Value IS "X"  with constraint Data Due Date ON OR AFTER "X"

          or something like that. Not sure what Data Due Date is really saying there, so you might need to play with the operator on that.

          You can also do a non triggered campaign as you mentioned, just use Has Opportunity instead.