[civsa] Visit Reminder Emails

[Schnabel, Emilie E.]

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!

[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


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