AnsweredAssumed Answered

How to Create an Appointment Reminder Based on Multiple Criteria

Question asked by Patti White on Sep 26, 2019
Latest reply on Sep 26, 2019 by Sanford Whiteman

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!