[civsa] Visit Reminder Emails

[Wyatt Ehrlich]

Emilie,

Thanks for sharing!  Super helpful.

Enjoy your week!
-Wyatt


*Wyatt Ehrlich*
Campus Visit & Events Manager
SoCal Naz Admissions Counselor
Point Loma Nazarene University
*Tel* 619-849-7051 | *Fax* 619-849-2601


On Thu, Jul 28, 2016 at 3:58 PM, Schnabel, Emilie E. <ESchnabel at stmartin.edu
> wrote:

> If you are building a report that pulls from activities during a certain
> date range (such as registering), instead of using the built-in date
> parameters, select “custom” instead. You should be able to then input the
> start and end date thus creating a two-day range.
>
>
>
> Or, if you are just wanting to send an email out two days before the event
> to all registered attendees regardless of when they submitted their
> registration, build your report without a date range and then select the
> date the broadcast goes out when you schedule the email campaign.
>
>
>
> If that makes no sense feel free to give me a call!
>
>
>
> *[image: sig med]*
>
> *Emilie E. Schnabel*
>
> *Associate Director of Admission*
>
> *Coordinator for Campus Visits and Events*
>
> *Saint Martin’s University*
>
> 5000 Abbey Way SE
>
> Lacey, WA 98503
>
> phone: (360) 688-2104
>
> text: (562) 656-2SMU
>
> fax: (360) 412-6189
>
>
>
>
>
> *From:* listserv [mailto:listserv-bounces at civsa.org] *On Behalf Of *Wyatt
> Ehrlich
> *Sent:* Thursday, July 28, 2016 3:03 PM
> *To:* listserv at civsa.org
> *Subject:* [civsa] Visit Reminder Emails
>
>
>
> Hey CIVSA team,
>
>
>
> I'm trying to build a reminder email to be automatically sent out two days
> prior to a registered campus visit.  I'm working in SalesForce/TargetX.
> Our reporting date range allows for "tomorrow" or "next 7 days" but no
> custom time to say "2 days from now".
>
>
>
> Are there any other SalesForce/TargetX users who might be able to offer
> some custom reporting suggestions for sending reminder visit emails?
>
>
>
> Peace,
>
> Wyatt
>
>
>
> *Wyatt Ehrlich*
> Campus Visit & Events Manager
> SoCal Naz Admissions Counselor
> Point Loma Nazarene University
> *Tel* 619-849-7051 | *Fax* 619-849-2601
>
>
>
> _______________________________________________
> listserv mailing list
> listserv at civsa.org
> http://civsa.org/mailman/listinfo/listserv_civsa.org
>
>
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