Can "Send Alerts" be used without Salesforce? | Adobe Higher Education
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September 21, 2016
質問

Can "Send Alerts" be used without Salesforce?

  • September 21, 2016
  • 4 の返信
  • 3214 ビュー

I am attempting to build a sales lead nurture pipeline for our telephone sales team. I will be receiving lists of new leads that have called us for a quote each day, import them into Marketo, and they will automatically be added to a drip campaign that sends an email, waits a couple of days, sends another email, and so forth. After 6 days in this campaign, I want the sales reps to get a "send alert" that tells them to call and follow up with the lead.

Unfortunately, we can't figure out how to add the data to the "Lead Owner" or the "Account Owner" because they appear to be Salesforce-only fields. Is that true? Are there any work-arounds?

Thank you so much!

-Sarah

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4 の返信

September 21, 2016

I could not find it either.  I am checking with my colleagues on this one

Jim_Thao7
Level 8
September 21, 2016

Yes, these are system managed for CRMs only. 

Why not just create your own owner fields and use those instead?

Josh_Hill13
Level 10
September 21, 2016

Yes, once you have a custom field, you can then use the token {{lead.Marketo Owner Token}} in the To OTher box. But this only works on TRIGGERS.

September 21, 2016

Josh Hill - I will try this! We have a field called "tsalesEmail" and I will try to put that into the "other" field. Does that mean I choose "None" here?

September 21, 2016

You would reference the custom owner token in other recipients I believe

September 21, 2016

Yes, I understand. Do I choose "None" in the first field though?

September 21, 2016

And when you say it only works on triggers, why is that? The smart campaign is triggered with 2 filters, and the flow is a 20 day drip campaign. Is that going to work?

Josh_Hill13
Level 10
September 21, 2016

Is the campaign a Trigger with the Orange?

It's in the docs and I've seen it fail to populate the token on batch flows. I don't know why.

September 21, 2016

This is what the smart campaign looks like... so they can't just be added to this list - they also have to have a quote in the past 1 day + have not purchased a "house" product in the past 1 month.