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January 7, 2020
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How to send an email the following month?

  • January 7, 2020
  • 10 replies
  • 6857 views

Hello,

I have a problem.

My clients have mortgages that end on a specific date. I would like to send them an email 1 month after this date.

So I have created a Marketo field "Date": end_mortgage-credit.

In the flow of my smart campaign, how is it that I can automatically send an email one month after a specific date?

Currently I use the ;
if end_mortgage_credit between 01/03/2020 to 31/03/2020
send email end credit.


This operation is not at all automatic because I am obliged to choose a specific date. So the following I'll repeat my operation... Not really automatic marketing  

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Best answer by SanfordWhiteman

You don't send the email in the flow.

You merely set the value -- this is your upcoming reminder date, that can be consulted in other contexts.


Then have a batch campaign that sends to everyone whose reminder date is today.

10 replies

SanfordWhiteman
SanfordWhitemanAccepted solution
Level 10
January 14, 2020

You don't send the email in the flow.

You merely set the value -- this is your upcoming reminder date, that can be consulted in other contexts.


Then have a batch campaign that sends to everyone whose reminder date is today.

IgnaceKeAuthor
New Participant
January 22, 2020

Hello @Sanford Whiteman‌, I'v achieve my target ! I'would like to say THANK YOU to you and also for your selfcontrol in front of many questions from me  

How can I congrats you on the community ? 

Have a good day. 

Ignace

SanfordWhiteman
Level 10
January 22, 2020
How can I congrats you on the community ? 

You just did!

Glad it's working.

SanfordWhiteman
Level 10
January 7, 2020

Set another Date field, call it Reminder Date (for example) to

    {{lead.First Date Field}} + 30 days

(using Change Data Value).

Run a daily batch to everyone whose {{lead.Reminder Date}} is today.

IgnaceKeAuthor
New Participant
January 10, 2020

Thank you. Honestly I've tried something else witch failed... so I take your solution

Finally I want send the email 14 days before their end mortgage credit

does my pictures show the correct action ? 

thank you

ignace

SanfordWhiteman
Level 10
January 10, 2020

Not just 

   -14 days

the new value is

   {{lead.fv_end_mortgage_credit}} - 14 days