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I would make this a SmartCampaign. Set-up the program to send 6 months after Signed Contract Date.
Trigger on Data Value Change "Signed Contract Date"
Use an advanced wait step "Date Token"
"Signed Contract Date" plus 6 months
Note: You typically don't want to start a workflow with a wait step so I would suggest doing something else first.
Right, but we want to send it only once a month, not every day. Would you say just change the schedule to launch only once a month but have the wait step be 6 months so that everyone in the 6 to 6.99 months will get the email?
I agree with you on trying to avoid the wait step to start the program. I'd love to hear about a way to avoid that if there is one.
Under the send email portion you might want to add a choice and put if contract date is empty do nothing.
We've had some problems where leads get into a tokened wait step and things change but are left in the wait step. Like if they were to cancel the contract but you still emailed them 6 months down the line.
The best thing you could probably do is create a seperate campaign that if the contract date field changes from one value to empty you can use the remove from flow step and remove the lead from the wait step. I would do this with all campaigns that have long wait steps. It also alows leads to enter and exit wait steps if things change.
Doing a triggered campaign you will have to wait six months until you actually start sending emails so,
Under schedule you can schedule recurrence to run once a month. Then in the smart list you would do contract date is greater than 6 months ago as well as add another filter of contract date after a certain time so its not sent to leads before what you want. Make it so leads can run through the flow once. So many ways to skin a cat in Marketo.
Ok, well instead of sending them an email add them to a list. Schedule your emails to member of the list. When a person is sent the email remove them from the list. - Jeff