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A
Anonymous
May 15, 2017
Solved

Opp is updated after specific date

  • May 15, 2017
  • 3 replies
  • 2712 views

Hello Everyone,

I'm creating a nurture stream for a Late stage. We need to send an email for people in a stage with more than 25 days and a reminder email for people in that stage after an specific date.

So I create a list where I add all the leads that received the previous email and for the reminder I created a Trigger campaign "Opp is updated" -Days in current stage > 30 days and Date of activity is an specifi day.

I still have some doubts if this will send the reminder email for people in that list that meet the criteria and will only get fired after the specific days. I know a batch could be a better option but the we are looking to automate the whole process with trigger campaign.

Does anyone used this in a flow previously and know if this will work? I'll appreciated any suggestion.

Thanks!

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Best answer by Grégoire_Miche2

I do not think it will work. The reason is that I suspect the Days in current  stage to be a formula field in SFDC. And this will not update and will not fire an "opportunity is updated" trigger in Marketo.

You will have to run a batch campaign that qualifies people daily, instead.

-Greg

3 replies

Grégoire_Miche2
Grégoire_Miche2Accepted solution
New Participant
May 15, 2017

I do not think it will work. The reason is that I suspect the Days in current  stage to be a formula field in SFDC. And this will not update and will not fire an "opportunity is updated" trigger in Marketo.

You will have to run a batch campaign that qualifies people daily, instead.

-Greg

A
Anonymous
May 16, 2017

You are right Grégoire, Is a Formula field. Then what type of field should I use to trigger  Opp is updated instead ?

Grégoire_Miche2
Grégoire_Miche2
New Participant
May 16, 2017

On a date issue, there is none. The date never changes, while the delay reduces.

The alternative would be a time based workflow in SFDC that would change a specific field value when the opportunity becomes eligible. Then you would be able to fire your trigger on this field. But this seems quite a complex solution to be considered only if it's really worth it

Otherwise, keep to the batch approach.

-Greg

David_Gaible
David_Gaible
New Participant
May 15, 2017

Hi Diego,

The logic looks sound.

When I've built out engagement stream transition rules in the past and wanted to test the logic, I'd have a smart campaign with the same logic run for a week; the smart campaign only had 1 step 'add to list'. Have that campaign run for a week and then compare your list members to a report in Salesfore that has the same logic. Great way to QA your logic before launching the campaign.

Grégoire_Miche2
Grégoire_Miche2
New Participant
May 15, 2017

Please move your question to Products where it belongs. Marketing Central is for generic (non Marketo specific) marketing questions. In Products , more people will see it a be likely to answer.

Please move it and we will answer form there.

-Greg

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