Tutorial: Send Email to Schedule QBR

3. Select where the list of contacts will be derived from. In this example, select:

• Salesforce --> Account --> All contacts in the eligible accounts


4. In “Which meets the folowing criteria,” click + Criteria.

The Lifecycle in Weeks is a calculated 52-week number based on the original contract date of the customer. The following criteria will calculate the customer’s lifecycle weeks and create communication at the 'quarterly' stages of their lifetime.

• Customer Info::Lifecycle in Weeks - equals - 12 - OR

• Customer Info::Lifecycle in Weeks - equals - 24 - OR

• Customer Info::Lifecycle in Weeks - equals - 36 - AND

• Customer Info: Status - includes - Active


5. Use the Advanced Logic link and insert: (A or B or C) and D. Click Apply. This will identify customers whose lifecycle in weeks matches the above criteria, AND whose status is active.
6. In “Which meets the additional criteria,” click + Criteria. Since this email initiates the scheduling of a Business Review or Health Check, we only want the email to send to key contacts at that account.

• Contact:Role - equals - Executive Sponsor
 (or Decision Maker)

7. Select the list fields that you'd like to include as tokens in the email outreach:

• Account Fields: Account::Id, Account::Account Name, Account::CSM Name {The User-Lookup field you'd like the communication to come from}, Account::CSM Email

• Contact Fields: Contact::Email, Contact::Full Name, Contact::Account ID Name, Contact::Id, Contact::First Name


Note: You may add additional fields that you would like to use as email tokens.

8. Choose when you would like to refresh the list. For ongoing emails, make sure that this is scheduled to occur before your outreach is scheduled.
9. Click Save.

For more information on how to Create Journey Orchestrator Power Lists, see the article Create Journey Orchestrator Power Lists (aka, email contact list).