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Specific Dates on Campaigns - We're Stuck on Past Dates!

Frank Hagan

I have a yearly conference and want to send a series of email and SMS messages prior to the event. I only want them to go out on that specific date. The 90 day reminder was last Tuesday, and new Contacts seem to be stuck on the Wait element that says to wait until that date. How can I skip those past dates automatically?


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Campaign paths honor dates in a very strict manner, so your Contacts will be stuck on a date in the past. There are several ways around this.

You can set a Trigger for each date a message is sent. Use the Trigger "Today is" and put the date you want the message to be sent. Only Contacts already on the Map are subject to a Trigger set for "Today is..." so it works well for this situation. In the Settings, leave the default "Any Contact on this map" for "Who can activate this trigger?". Then, under "If Contact is already on map, then..." choose "Add here again when triggered". Add your message under the Trigger and finish off that path with an END. Here's an image with three dated messages:

If you have 50 or more messages you can still use the Trigger method. If you're familiar with legacy Date Sequences, you can use one of them to avoid having 50 Triggers across the top of your Campaign. 

Add a Fork element and send the Contacts to a legacy Date Sequence that has the timed messages in it. Date Sequences skip any steps in the past, so the Contact will only get messages intended for them on the day they should. The Fork allows the Contact to continue on the rest of the Campaign without interruption. 


The Contacts will stay on the legacy Date Sequence, but also continue on in the Campaign using this method. 


Frank Hagan
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I also arrived at this conclusion after trying to make a campaign behave like a date sequence without adding so many date triggers at the top. In the end, I realized that Date Sequences were the mousetrap that didn't need to be reinvented! They work perfectly already.

However, it would be awesome in the future for the Campaign builder to be smart enough to realize that contacts should move to the next step after being added to a Date Sequence. I don't think any user would intuitively expect their contacts to get stuck after being added to a Date Sequence, since the Date Sequence is effectively just a mailing list.

The fork method works for now, but it adds unnecessary clutter to the campaign map and offers additional areas where mistakes can happen.

Kevin Thom 0 votes
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