Emailing an acount with multiple contacts? | Community
Skip to main content
A
Anonymous
September 30, 2015
Solved

Emailing an acount with multiple contacts?

  • September 30, 2015
  • 1 reply
  • 1763 views

If I have a smart campaign that sends a triggered email, and an SFDC account that triggers this email has more than one contact, who gets the email? All contacts in the account or just the primary contact? What if there is no one designated as the primary contact? Thanks!

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.
Best answer by

Hi Chris,

The "opportunity is updated" will only fire for those contacts attached to the opportunity in Salesforce.  If you have no contacts attached to the opportunity (contact roles), then nothing will happen.

A good test would be to close won an opportunity yourself and then set up a smart list to see if you can find this and what data it produces.

1 reply

J
Adobe Employee
JohnCl9Adobe Employee
Adobe Employee
September 30, 2015

Hi Chris,

What trigger are you using?  For the most part smart campaigns are focused on Leads and Contacts only, but if you're triggering off of an Account field, then it should qualify all Contacts associated with that account.

John

A
Anonymous
September 30, 2015

I'm using the "opportunity is updated" trigger to email customers when an opportunity is won. 

A
Anonymous
Accepted solution
September 30, 2015

Hi Chris,

The "opportunity is updated" will only fire for those contacts attached to the opportunity in Salesforce.  If you have no contacts attached to the opportunity (contact roles), then nothing will happen.

A good test would be to close won an opportunity yourself and then set up a smart list to see if you can find this and what data it produces.

Terms & ConditionsAccessibility statement

Loading footer...