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How to use anniversary date in email campaign

Contributor ,
Feb 05, 2016 Feb 05, 2016

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Hi,

I have 2 anniversaries listed for each contact record. They both have a title and they both have a date.

I've set up a customer event email campaign type and based it on the Anniversary 2 date so that the email is sent out 2 weeks before the Anniversary 2 date for each contact record in the mailing list that I specified.

I'm trying to get the Anniversary 2 date to render in the text within the email itself but I'm having problem with this.

When I was reading the documentation I read that you could reference WebApps within email campaigns and also read about creating your own module tags so I thought I'd try to use a combination of a WebApp and a custom module tag to see if I could include the anniversary date within the body of the email. The following is what I came up with:

  • I created a WebApp called Renewal Date with only one Text (String) field and called the field “Renewal Date”.
  • I then added an item to this new WebApp and entered {module_anniversary2} as the value for the Renewal Date field.
  • I then created a file called “renewal-date” but didn’t give the file an extension.
  • Within that file I placed the tag {tag_Renewal Date} which is the name of the field in my webApp
  • I then created the following reference to the webApp item and referenced the renewal-date file which contains the reference to {tag_Renewal Date} which is the field within my WebApp which, in turn, contains the reference to {module_anniversary2}
  • {module_webapps,30987,i,5829714 template="/_settings/renewal-date”}
  • So I thought the above module tag in my email would render the anniversary 2 date, ie. I thought that template="/_settings/renewal-date”} would render the contents of {tag_Renewal Date} which is {module_anniversary2} which I thought would render the date.

Unfortunately, when I sent myself the test email, {module_webapps,30987,i,5829714 template="/_settings/renewal-date”} didn't translate into the anniversary date at all - it was just the code itself that rendered.

Can anyone tell me why this didn't work or point out what I may have done wrong? Or is it not possible at all to render an anniversary date within an email via a module tag? If that's the case, then if the anniversary date was in a custom crm form field, would I be able to render it that within an email?

I'd really appreciate any help or advice.

Thanks in advance.

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