Auto email based on anniversary date

Question

Does anyone know how to send an email based on an anniversary date. eg every year on a birthday or 1 month prior to a custom date field.

I am new to Marketo and cannot seem to work out how to do it. A smart campaign with a wait step wouldn't work as described here Release Notes: June 2012 - Marketo Docs - Product Docs

Any ideas greatly appreciated.

Regards

Ken

DavidDe7 · Accepted Answer

Sorry for deleting my initial post - Just realized I was initially logged under an anonymous account...

Hi Ken,

I heard that campaign using date tokens can only be used with triggered campaigns, which may explain the error message.

I'd like to suggest another way to achieve this using a simpIe smart campaign - I ran a small test and it worked great, but make sure to test too!

Smartlist: Date of Birth is "In Future" X days (you can use 0 days to get it to go out on the birthday date

Flow: Send Email

Schedule: Recurring on a daily basis

Go through Flow: Run each lead through the campaign flow: once every 12 months

Best,

David

Anonymous · Answer

see error message when attempting to schedule a daily recurrence.

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