Unenrollment based on recent email sent

[hoganwd]

I'm trying to build a simple workflow that sends a reminder email 30-days after a customer purchases, enticing them to buy more. But I'm struggling to find a way to supress (or unenroll) customers who may have already received that very same email within the last 30-days. 

For example, I can add the "Email was sent to contact" criteria, but when I go to refine that filter, I'm only given the following "Date" options: 

• is on or before
• is on or after
• is between

All of these filters require specific dates. What I'm really looking for is something like:

• is less than 30 days

Thanks in advance if anyone has any recommendations or guidance!

[hoganwd]

Worked like a charm. Thanks again Karsten!

[hoganwd]

Thanks Karsten! I haven't explored creating new, cusotm properties yet. I'll dive into that. Appreciate the recommendation.

[karstenkoehler · Accepted solution]

Hi @hoganwd,

I am not at my PC and might be missing something obvious, bit you could do the following:

• Create a date property, "Last [email name] send date"
• Enroll records when "Last marketing email is known" (enable reenrollment) AND "Last marketing email name is equal to [Name of the email]" (find the correct value to put in by looking up any contact who last received this email and checking the "Last marketing email name" field)
• Use "Set property value" to stamp the current date
• Use the new date property for exclusion in your workflow

Make sure that the enrolment criteria in your main workflow are somewhat restricted by a date filter (e.g. date of entering a deal stage), otherwise the workflow will simply wait until those 30 days have passed and then immediately trigger enrolment.

Best regards!