I'm new to the Marketo platform and I need some advice on how to create an appointment reminder based on multiple customer qualifications.
Scenario - sending a reminder to schedule an annual evaluation and test
Smart List - Will the below order filter my list to the correct customers?
We're using a custom object to keep record of multiple appointments. The annual evaluation is a specific appointment type in our system. I'm able to use the custom object to show -
- Has appointment: true
- Appointment Date & Time: in time frame > Last Year
- Appointment Type: is > annual evaluation
- Last Test: in past before > 1 year
Flow - Need help here!
I want to use the Wait step to send this reminder email 30 days prior to the date of the customer's last test. However, when I attempt to use the Advanced Wait Properties > Date Token option, the fields from my custom object aren't available. Is there a way around this? Or do I have to use something different?
Any and all advice is appreciated. If, based on your experience, you recommend I built this entirely different, I'm open to that. If you need more details, I'm also happy to provide it.
Thanks in advance!