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A
Anonymous
November 2, 2016
Question

alert when a lead has attended

  • November 2, 2016
  • 1 reply
  • 4184 views

we have an event this week, we are using the marketo app when someone arrives to the venue they will check in. we want our lead owner to be notified when they arrive. how can we set this up?

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1 reply

Chris_Johnston
Chris_Johnston
Level 6
November 2, 2016

Hi Deanna, at check-in you can set their program member status for this event to attended. This can then trigger an e-mail alert to the lead owner.

A
Anonymous
November 2, 2016

Thanks but how do I set this up for a specific guests when they arrive the lead owner gets the email and I do also.

Deanna Calcagno

Marketing Assistant

William Roberts Lawyers

Liability limited by a scheme approved under Professional Standards Legislation.

Chris_Johnston
Chris_Johnston
Level 6
November 2, 2016

Sure, based on the following assumptions,

1. You have a Marketo Program for this event.

2. In this Program, you create the Smart Campaign with trigger setup as per above.

3. You have an e-mail asset built to serve as the notification.

You can in the flow steps (of the Smart Campaign in assumption 2 above), then setup this. (set e-mail to the asset in assumption 3 above).

On Event Day, go into Lead Database. You will click on the attendee and then Lead Actions - > Programs -> Change Program Status which will bring you to the page below.

Click Run Now, and then you will change the status, which will trigger the e-mail.

Let me know if you have more questions.

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