Possible to automate an email to go out exactly X days after an activity? | Community

Stephanie_Emor1

New Participant

Question

Possible to automate an email to go out exactly X days after an activity?

Forum|Forum|7 years ago
June 13, 2018
2 replies
5716 views

We would like to automate an email to send each day to those who had a certain activity exactly 20 days ago (in this case, their trial ended exactly 20 days ago, which throws them into a new lifecycle stage - so there is a data value change we can filter on).

As far as I can tell, there is not a way to do this with the filter constraints, as if I were to use an exact day (is) then I cannot automate it, and if I use "in past" then I include more than I want to. This is not something that we have time to develop - we need a fast fix. Long term, I would add this into the general communication flow and make use of wait steps, but we don't have time for that right now. Any suggestions, solutions, hacks?

Marketo

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New Participant

Do you have to use filters + batch? Could you not use trigger on "revenue stage is changed" and flow:

wait 20 days

send email if revenue stage is X

EDIT:

Alternatively, trigger on "data value changed" and flow:wait 20 days

send email if life cycle stage is X

Stephanie_Emor1Author

New Participant

As mentioned in my question - we do not have time for the wait step. What I am looking for is a solution that does NOT use a wait step.

New Participant

The second method does not have wait steps. Hopefully we find something that works for you!

New Participant

Two ways:

1) Smart list filter looks at "today" and the flow has a wait step of 20 days before sending the email

2) (Preferred method) Use 2 filters: In Past Before 20 Days, In Past 21 Days

SanfordWhiteman

New Participant

3rd way:

Set a field like Post-Trial Reflow Date to

{{lead.Trial Expiration Date}} + 20 days

Batch sends to everyone whose Post-Trial Reflow Date is today.

Veronica_Holme4

New Participant

This method recommended by Sanford 100% works. It's how I do all my license renewal and trial comms now. Blissfully easy.