Setup a Reminder Service | duration up to one year | advanced wait properties

Question

Hi everyone, we like to setup a reminder service for our customer. Use case is:
- User fills out a form - which includes a date picker for a reminder
- user selects a date which can be up to one year in the future (limited by the form)
- At the specified date we send an email to the user 
 
My current setup is:
- Fills out form saves the date as lead data field
- Fills out form triggers a campaign. In the flow I added a "wait" step specified to:
-- Type "Date Token"
-- End on {{lead.name-of-field}}
 
What I wonder is:
- This smart campaign - once started - has to run up to 1 year till it triggers the send out. Do I have to expect issues with such a long wait time? 
- Do you see any alternative setup for this? 
- How could I stop the send out for such a user in case he will change the date. 
 
What I checked but doesn't seem to be possible
- Setting up a  smart campaign which is run on a daily base
- Adding a filter like if field XY is {{system.date}} BUT unfortunately it was not possible to specify the equal value with a token.  
Anyone who already made some experiences with this? Kind Regards Wolfram

WolframCLotz · Accepted Answer

Hi Katja,

luckily was able to solve the issue 🙂
Thank you

About your question. My issue was that I simply was not able to set the filter to "today".
I thought I have to use the "is" statement BUT I was not able to define the present day as value.
Found out that the statement "in time frame" offers as value "today". So with that it worked. 🙂

Kind regards
Wolfram

Katja_Keesom · Answer

If you capture the date upon the form fill, why would you need that massive wait step? Simply set up a daily batch smart campaign to send out the reminder for anyone whose value in the field is today?

Sign up

Login with SSO

Login to the community

Login with SSO

Scanning file for viruses.

This file cannot be downloaded