Does anyone have a work around for a wait until the x of the month in a wait step? | Community
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Michelle_Tizian
New Participant
April 30, 2013
Solved

Does anyone have a work around for a wait until the x of the month in a wait step?

  • April 30, 2013
  • 25 replies
  • 3633 views
I am setting up a drip campaign and the wait step is specificially for the 20th day of a month.  But I'm not seeing that as an option and I saw that someone submitted this as an idea: Wait until the x of the month

Does anyone have a work around for this? 

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Best answer by
Michelle, as your leads are added to the new campaign, you can add them to a Static List and then have a recurring smart campaign that runs as a batch on the 20th of each month on the leads in the Static List.  After it runs, it would remove the Leads from the Static List and the process would start all over again.

25 replies

July 2, 2013
no problemo!
Michelle_Tizian
New Participant
July 2, 2013
Rick, thanks for direting me to the link above for setting up the stream. 
July 2, 2013
As a heads up, we now have the ability to set engagement streams based on the day of the month with the new Customer Engagement Engine - http://community.marketo.com/MarketoArticle?id=kA050000000LAW9CAO
Michelle_Tizian
New Participant
June 7, 2013
Thank you Elliott. I thought about adding an extra wait step of 1 month and then deleting that one after July, but I wasn't sure if that's going to work as opposed to the one you suggested above.  What do you think?
June 6, 2013
Michelle, before the July email is sent, you could temporarily change the wait time to 2 months in the wait flow action that occurs after the July email send flow action.  Immediately after the July email is sent, you should change the wait time back to 1 month and those that are already in the 2 month wait will not be affected. 

To make this more automatic, you would likely need to set up a much more sophisticated set of smart campaigns with a traffic cop smart campaign that would check for the date an email was sent and apply different wait times.  The new customer engagement module may allow this to be handled more elegantly.
Michelle_Tizian
New Participant
June 5, 2013

I just encountered another curve ball with my project.  Everything is working fine with my campaign above and i was able to get it to work:

 

email 1 - welcome letter

email 2 - website login instructions 1 hour later, same day.
The reason for the 20th day of the month is because new trial subscribers usually get an email from the editor for the current issue of a publication. 

email 3 - 1st publication access follow up trial #1- on 20th day of month

email 4 - 2nd publication access follow up trial #2 - on 20th day of month

email 5 - trial has ended - continue subscrption now,  login access terminated - 1 week after email 4

email 6 - last chance to continue subscription, reactivate login access - 1 week after email 5. 

remove from campaign add to trial effort #3.
Trial Effort #3 will recycle them. 

However, the big problem is that our publication for July is a July/August issue.  So in August 20 no email should go out.  What can I do to fix the campaign so no one will get the email #3 (old content) or #4 twice?  

Michelle_Tizian
New Participant
May 19, 2013
Thank you! thank you Elliott!
May 19, 2013
Just before the Send Email flow action, we have a Remove from Flow flow action with a Choice that checks if the status has changed (e.g. "purchased") and if so removes them from the flow (Campaign: this campaign); otherwise, the Default Choice is "-- Do Nothing --".  It really removes them from the flow :0)
Michelle_Tizian
New Participant
May 19, 2013
Hi Ellott,

Thanks your progression status for the above for the telemarketers is actually good.  It will a good model for one of our campaigns.  It just occured to me, that in my smart list for my main sales cycle that I filtered out people who have a status progression of purchased, but if they are in the process of receiving their 3rd email in the flow?  Should I create a separate campaign that would remove them from the flow? or add a wait step in the current sales cycle flow that if status changes to purchase remove from flow? Will it really remove them from the flow?
May 19, 2013
It is certainly not a requirement that you have a progression status for anything other than perhaps the ultimate success.  However, if your program is synched with a SFDC campaign, and your sales team references that more granular progression status / campaign member status values may be of value to them. 

Below is an example of the preogression status values that we use in a telemarketing program that includes a sequence of emails and calls.  This program has people added to it every day.

Need to Contact
Sent Email - 1
Email 1 Bounced
Opened Email - 1
Clicked Email - 1
Call 1
Sent Email - 2
Opened Email - 2
Clicked Email - 2
Call 2
...
Connected
Gone - Bogus Info
Interested
Not Interested
Referred
Unsubscribed
Converted

The progression status values repeat for up to 8 emails and calls.  Because we have these, the reps can look at the campaign member status and instantly see where the lead is in the campaign.  Also, the telemarketing manager can look at the summary graph (screen shot below) and see where the campaign is at any point and identify choke points.