A short guide on using date fields in Salesforce objects to trigger timely gift sends in Reachdesk
There are a number of date 'type' fields in the lead, contact, opportunity and campaign member objects which can be used to trigger timely gifts; think birthdays, opportunities create and close dates, or any other custom date field within your Salesforce org.
Below is a list of available values for use to trigger a send based on date ranges:
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YESTERDAY |
Starts 00:00:00 the day before and continues for 24 hours. |
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TODAY |
Starts 00:00:00 of the current day and continues for 24 hours. |
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TOMORROW |
Starts 00:00:00 after the current day and continues for 24 hours. |
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LAST WEEK |
Starts 00:00:00 on the first day of the week before the most recent first day of the week and continues for seven full days. Your locale determines the first day of the week. |
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THIS WEEK |
Starts 00:00:00 on the most recent first day of the week on or before the current day and continues for seven full days. Your locale determines the first day of the week. |
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NEXT WEEK |
Starts 00:00:00 on the most recent first day of the week after the current day and continues for seven full days. Your locale determines the first day of the week. |
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LAST MONTH |
Starts 00:00:00 on the first day of the month before the current day and continues for all the days of that month. |
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THIS MONTH |
Starts 00:00:00 on the first day of the month that the current day is in and continues for all the days of that month. |
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NEXT MONTH |
Starts 00:00:00 on the first day of the month after the month that the current day is in and continues for all the days of that month. |
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LAST 90 DAYS |
Starts with the current day and continues for the past 90 days. This includes the current day, not just previous days. So it includes 91 days in total. |
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NEXT 90 DAYS |
Starts 00:00:00 of the next day and continues for the next 90 days. |
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THIS FISCAL QUARTER |
Starts 00:00:00 on the first day of the current fiscal quarter and continues through the end of the last day of the fiscal quarter. The fiscal year is defined on the Fiscal Year page in Setup. |
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LAST FISCAL QUARTER |
Starts 00:00:00 on the first day of the last fiscal quarter and continues through the end of the last day of that fiscal quarter. The fiscal year is defined on the Fiscal Year page in Setup. |
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NEXT FISCAL QUARTER |
Starts 00:00:00 on the first day of the next fiscal quarter and continues through the end of the last day of that fiscal quarter. The fiscal year is defined on the Fiscal Year page in Setup. |
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THIS FISCAL YEAR |
Starts 00:00:00 on the first day of the current fiscal year and continues through the end of the last day of the fiscal year. The fiscal year is defined on the Fiscal Year page in Setup. |
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LAST FISCAL YEAR |
Starts 00:00:00 on the first day of the last fiscal year and continues through the end of the last day of that fiscal year. The fiscal year is defined on the Fiscal Year page in Setup. |
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NEXT FISCAL YEAR |
Starts 00:00:00 on the first day of the next fiscal year and continues through the end of the last day of that fiscal year. The fiscal year is defined on the Fiscal Year page in Setup. |
In order to set up a triggered campaign using a date field and your desired range, select IS comparator and choose a value from the dropdown.
Save your campaign and your criteria will begin matching. Note: once someone has been sent this campaign once, they won't be sent it again.
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