Contact owner approves adding person to program via alert email? | Community
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Marc_Asmus
Marc_Asmus
Level 2
July 23, 2018
Solved

Contact owner approves adding person to program via alert email?

  • July 23, 2018
  • 1 reply
  • 3489 views

I'm trying to build a nurture program that will send a series of survey solicitation emails. I'll run a batch campaign to identify people who should be added to the nurture program. The emails will be sent from the person's contact owner. However, our contact owner's are in and out of the office on vacation, sabbaticals, maternity leaves, etc. We don't want to send the survey emails from that owner if they are away. And, I don't want to take responsibility for tracking who is in or out of the office and when.

So, I'm interested in creating a process by which the person's contact owner gets an email alert when the person is eligible for the survey nurture program. Then the contact owner must "approve" adding the person to the nurture program before the person starts receiving the survey solicitations.

The contact owners don't work in Marketo and it's important that the approval process is very easy for the contact owner. I'm hoping there's a way to do this where I include 2 links in the alert email and all the contact owner has to do is click one or the other ("yes, add <John Doe> to the survey program" or "no, don't add <John Doe> to the survey program).

Is it possible to execute such an "approval" process with Marketo?

Context: our Marketo instance is synced with Salesforce.

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Best answer by SanfordWhiteman

It's absolutely possible! This is merely a form of the Referral Form pattern -- where Referrer A can fill out a form on behalf of Referral B, and Referral B runs through the resultant Filled Out Form trigger and related workflows.

In your case, you would pass the email address of the referral in the query string, then use that to populate the Email field on the form.

If you search here for "referral form" you'll see a number of threads on this. It requires a small amount of JavaScript but is not particularly complex.

1 reply

SanfordWhiteman
SanfordWhitemanAccepted solution
Level 10
July 24, 2018

It's absolutely possible! This is merely a form of the Referral Form pattern -- where Referrer A can fill out a form on behalf of Referral B, and Referral B runs through the resultant Filled Out Form trigger and related workflows.

In your case, you would pass the email address of the referral in the query string, then use that to populate the Email field on the form.

If you search here for "referral form" you'll see a number of threads on this. It requires a small amount of JavaScript but is not particularly complex.

Marc_Asmus
Marc_AsmusAuthor
Level 2
July 25, 2018

@Sanford Whiteman​ - thanks for the reply and for giving me the vocabulary to tackle this challenge. I'll dig in to the referral form pattern and post back here if I can share anything of benefit for the community.

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