Anonymous Web Visitor Alerts | Community
Skip to main content
Sherry_Hale
Sherry_Hale
Level 4
May 21, 2013
Question

Anonymous Web Visitor Alerts

  • May 21, 2013
  • 15 replies
  • 3294 views
I'm trying to create alerts for our sales reps that will create a follow-up task when an anonymous user visits a webpage.  What do I need to enter in the flow to show the information that was captured from that anonymous user such as IP, etc. in the subject or description field? 

Right now I have entered what is on the attached screen shot for known leads but am not sure of the tokens to use for information contained in the anonymous lead such as Company name and IP address.
This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.

15 replies

Sherry_Hale
Sherry_HaleAuthor
Level 4
May 21, 2013
Sherry_Hale
Sherry_HaleAuthor
Level 4
May 21, 2013
So the alerts came in and they were blank.  :(  I'm thinking it has something to do with the token....I just don't know the token code to make it so that anonymous information shows in the alert.
A
Anonymous
May 21, 2013
How about Inferred Company?
Sherry_Hale
Sherry_HaleAuthor
Level 4
May 21, 2013
How do you enter inferred information as the token within the description field?
A
Anonymous
May 21, 2013
{{lead.Inferred Company}}

I usually get to the tokens by opening an email, dragging the token icon into the email (looks like a chalkboard with squiggly lines), and typing the field I'm looking for.

I would also use the send alert flow step instead of the create task one if you're sending alerts for anonymous records.
Sherry_Hale
Sherry_HaleAuthor
Level 4
May 21, 2013
Thank you Carol.  What is the difference between the alert and the task?
A
Anonymous
May 21, 2013
I use Salesforce as my CRM, and creating a task will create a task in SFDC for my rep to followup on that individual. However, in order for the person to be in SFDC, they need a last name and company name. In the case that you're sending alerts for anonymous leads, the leads will probably not be in SFDC.

Sending an alert is just like sending an email, but typically you only send the alert to someone internally.
Sherry_Hale
Sherry_HaleAuthor
Level 4
May 21, 2013
Hmmm so if I'm doing the random sample, how do I say "if anonymous send alert and if lead, create task?"  I also need to say if random sample is 25%
Sherry_Hale
Sherry_HaleAuthor
Level 4
May 21, 2013
I think I just answered my own question - two separate programs, one for anonymous and one for known leads?
A
Anonymous
May 21, 2013
I'm not sure the reasoning behind the random sample, but if I needed to make sure that I'm only sending an alert for 25% of the population, anonymous or known, then I would try this:

If random sample = 75, remove from flow "this campaign". Default do nothing.
If anonymous is True, send alert. Default do nothing.
If anonymous is False, create task. Default do nothing.

Do some testing and see if that works out. You can also create another campaign as you suggested--up to you!
Show more replies
Terms & ConditionsAccessibility statement

Loading footer...