How to send an email the following month? | Community
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Level 2
Jan 7, 2020 9:28 AM UTC
Solved

How to send an email the following month?

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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SanfordWhiteman
SanfordWhitemanAccepted solution
Level 10
Jan 14, 2020 8:58 AM UTC

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
Jan 14, 2020 8:58 AM UTC

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.

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IgnaceKeAuthor
Level 2
Jan 22, 2020 1:31 PM UTC

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

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SanfordWhiteman
Level 10
Jan 22, 2020 6:44 PM UTC
How can I congrats you on the community ? 

You just did!

Glad it's working.

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SanfordWhiteman
Level 10
Jan 7, 2020 4:04 PM UTC

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.

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IgnaceKeAuthor
Level 2
Jan 10, 2020 1:02 PM UTC

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

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SanfordWhiteman
Level 10
Jan 10, 2020 6:15 PM UTC

Not just 

   -14 days

the new value is

   {{lead.fv_end_mortgage_credit}} - 14 days

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