I want to automatically remove users that have been on a list for exactly 90 days and have not changed their email address during that time period. Would this smart list work?
If you have the date in a field like Sanford says (recommended), you can use 2 filters to get the data.
The first one grabs everyone in the last 90 days and the second one ensures you are including records with a date that was 89 days ago- giving you only the 90th. Without that, it would include yesterday, 2 days ago etc. (hope that makes sense)
The 'in past before' is a headache to work out, but should work once you dial it in.
No, that trigger will only fire when they are added to the list. The Date-of-Activity constraint on triggers like this is only meaningful if you also use a Number-of-Times constraint.
In theory, you need to run a batch that filters by the 90th day (Was Added/Not Was Added). However, I'd be extraordinarily wary of trying to do Activity Log filtering at the 90-day mark, the exact age when activities begin to be purged from the system. Don't do it like that, instead stamp a Date field -- which will never be aged out -- and filter on that.
Adding to what Sandy said - filters and triggers that say "in past 90 days" include in past 1 day, 2 days, 3 days, etc. all the way up to past 90 days whereas you want people add exactly 90 days ago.
So what I'm hearing is, there's no way around filtering users added to a list exactly X days ago without a date field? It's just that we have a ton of fields right now and we're actually in the process of cleaning them up so if at all possible I'd rather not create another new field.
You could have the campaign that adds people to the list wait 90 days and then send the email.I.e., your flow would be:
1) Add to List
2) Wait 90 days
3) Send email
However, I agree with Sandy that the 90 day time period is potentially problematic because that's when the Added to List activity would get removed from the activity log. This would have no affect on the above solution - but it could present an obstacle to effective troubleshooting if you were trying to figure out why someone didn't receive an email.
You can if you wanted your campaign to run <90 days from the time they were added to the list. The added to list activity is only in the activity log for 90 days which is right when you want this to run so there is no guarantee it will work correctly. I think this is what Sanford was mentioning earlier. (see this link for details: Marketo Activities Data Retention Policy
Here are some options that might work:
- change it to run on the 89th day (before the activity is 'archived')
- set the value in a field + use the 'in past' + 'in past before' filters
- have a long wait step (but I would not recommend this in particular)
Agree, I'm not a fan of the long wait step because I'm actively removing some users and then checking that they meeting qualifications again at the 89 day mark.
Alright sounds like we'll be adding a date field. Thanks everyone.
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