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A
Anonymous
February 3, 2016
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Auto email based on anniversary date

  • February 3, 2016
  • 1 reply
  • 6515 views

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

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    Best answer by DavidDe7

    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

    1 reply

    A
    Anonymous
    February 3, 2016

    see error message when attempting to schedule a daily recurrence.

    D
    DavidDe7Accepted solution
    New Participant
    February 3, 2016

    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

      A
      Anonymous
      February 3, 2016

      Thanks David

      This is a great help. It didn't make sense to me that the "Date of Birth" occurred in the future. I was looking for an anniversary function instead.

      I am setting up a test now and feel much more confident.

      Thanks again.

      Ken

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