How do I trigger a campaign on the anniversary of a date?

Quite often we have a situation where we want to communicate with people about some specific recurring date, like a marital anniversary, renewal of a contract, etc. With ActiveDEMAND you can easily track dates and trigger campaigns based time relative to the recurring date.

 

The Custom Field

To instantiate a campaign that is relative to a contact date, we will either need to make a custom field of the type Date/Time (How do I create a custom field for a contact?)

 

Store the specific value for the contact using

  • CRM
  • Import via csv
  • Form fill
  • API
  • etc

The Campaign

This campaign will require a contact changed starting step

 

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For every date/time custom field or special date field, ActiveDEMAND automatically creates a query for 'Next date'

For example, if I want to remind a contact that they need to schedule maintenance after their 'onboard' date. I create a custom field called 'Onboard Date'. ActiveDEMAND will automatically create a Next Date query for my custom field.

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This query will trigger for everyone who's 'Next Date' (i.e. next occurrence of this date in the next 12 months) is less than today plus 7 weeks (i.e. Is 7 weeks from today) will match the above query and will pull the person into the campaign. Thus we can trigger a reminder 7 weeks from this 'anniversary'.

 

 

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