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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:
YESTERDAY | Starts 00:00:00 the day before and continues for 24 hours. |
TODAY | Starts 00:00:00 of the current day and continues for 24 hours. |
TOMORROW | Starts 00:00:00 after the current day and continues for 24 hours. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
NEXT_90_DAYS | Starts 00:00:00 of the next day and continues for the next 90 days. |
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. |
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. |
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. |
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. |
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. |
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, you need to insert the values exactly as they appear in the left hand column above. Examples below:
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.