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Harvey_Jewell2
Level 2
July 21, 2017
New

Add Person activity to email alert

  • July 21, 2017
  • 6 replies
  • 9394 views

I would like to be able to share a Person's activity directly in an email alert.

The set would include:

Inserting a token to include a simple listing of the most recent activity attributed to the Person, like the Person's Activity Log

Adding this feature would enable users to view activity logs directly via email and save them logging into Marketo or CRM to find this information.

And even better, if they are using a user who isn't active on Marketo or CRM, they have unfiltered access too!

6 replies

Dan_Stevens_
Level 10
July 21, 2017

You can sort of do this today with some minimal customization:

Create an "Interesting Moments History" field (text field, not string).  Then include an additional flow step (#3 in the screenshot below) within each IM trigger campaign that you want to include in the history field:

NOTE: We also increment an IM score field as part of this process.

The full value of the concatenated field is as follows:

{{lead.Last Interesting Moment Date}}: {{lead.Last Interesting Moment Desc}}{{my.line-break}}{{lead.Avanade Interesting Moment History}}

And the "line-break" token that's used is achieved by using @Sanford Whiteman​'s approach, documented here:

http://blog.teknkl.com/dark-mkto-alleys-line-break-token/  (don't be intimidated by the amount of detail here; as long as you follow the step-by-step instructions, it's actually very easy to implement.  Also, we implemented this at the folder level of all of our operational programs/campaign - which enables you to only create this once and use the {{my.line-break}} token in as many programs/campaigns within that folder).

You can now insert the {{lead.Interesting Moments History}} field as a token in your alerts.

Harvey_Jewell2
Level 2
July 31, 2017

Thanks very much!

Kate_Goldsmith
Level 2
February 4, 2020

@sanfordwhiteman - we pull tokens through to Slack alerts via webhook, I've tried adding the IM history & web history tokens to our slack alerts but it doesn't seem to recognise it and doesn't pull any info through... presume this is because it is a custom  "My Token" defined within a program rather than a system-level token? Any work-arounds to get this to feed through to slack?

SanfordWhiteman
Level 10
February 4, 2020

There's no reason a {{my.token}} won't be sent with a webhook, as long as the Call Webhook step is inside/inherits from the place the {{my.token}} is defined.

 

is it really a {{my.token}} though? A person-specific history field would be a {{lead.token}} (which also will be sent in a webhook).

Kate_Goldsmith
Level 2
February 4, 2020

@sanfordwhiteman true but if I used the {{lead.token}} wouldn't I be faced with the same issue of a long list of every single action recorded instead of the most recent N values?

I guess I wanted to use the {{my.token}} as it is an appending log with line breaks.... 

SanfordWhiteman
Level 10
February 4, 2020

Is it a Velocity {{my.token}}? I don't understand any other way that what you're saying could be true -- that the {{my.token}} reflects lead-level values.

February 6, 2020
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