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Demeter
Demeter
New Participant
April 10, 2024
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Pre - Renewal Reminders Logic

  • April 10, 2024
  • 1 reply
  • 1031 views

Hoping for some guidance in this scenario 😁 I inherited my instance so be easy on me 😂

 

One of the programs I'm trying to create is an Automated Renewal Reminder program that sends a reminder email 5,4,3,2 months prior to "+1 year" of the renewal date on record.

 

(SF & Marketo are synced)

 

The renewal date is stored in a field in the "Account" object in Salesforce.  The persons email address lives in the "Lead" object. Since the renewal date itself resides on the "Account" object in Salesforce (which is the company data), there is no direct correlation between an "Account" and a "Lead" that I can find and it's not quite clear how I should approach this.

 

Example:

If SFDC Type = Lead AND

If Renewal Date = 1/1/2024 (from the Account record object)

-----add 1 year (making it 1/1/2025) then subtract 5 months AND

Send email "X" to "Lead email address"

 

.....and so on for the other months also. 

 

Wondering if @sanfordwhiteman or any others can provide guidance on this. TIA

 

 

 

 

 

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Best answer by SanfordWhiteman

Set a new Date field Next Renewal Date to {{lead.Last Renewal Date}} + 1 year.

 

In a daily recurring Smart Campaign, use a combination of In Future <N> Months and In Future After <N-1> Months constraints to target people who are exactly N months out from Next Renewal Date. Make sure they can only qualify for the SC once per month.

1 reply

SanfordWhiteman
SanfordWhitemanAccepted solution
New Participant
April 10, 2024

Set a new Date field Next Renewal Date to {{lead.Last Renewal Date}} + 1 year.

 

In a daily recurring Smart Campaign, use a combination of In Future <N> Months and In Future After <N-1> Months constraints to target people who are exactly N months out from Next Renewal Date. Make sure they can only qualify for the SC once per month.

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