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February 24, 2013
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Birthday Sales Alert

  • February 24, 2013
  • 11 replies
  • 3628 views
Does anyone know if it's possible to set up a campaign that sends a Birthday Sales Alert a couple of days before the lead actually has their birthday to let the lead owner know that it's coming up?
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Best answer by
There's going to be a new feature in the 3/8 release that should make this easer--check out Cheryl's comment in this thread:

https://community.marketo.com/MarketoDiscussionDetail?id=90650000000PYzMAAW

11 replies

Josh_Hill13
New Participant
February 24, 2013
Sure, do you have a Lead Birthday Field?

If so, then you can have a batch campaign that runs each night:

If Birthday is next 2 days, Send Alert to Sales