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Sara_Catalano1
Sara_Catalano1
Level 1
January 6, 2017
Question

Form triggered emails to a list

  • January 6, 2017
  • 2 replies
  • 4514 views

I'm wondering if I can use forms for sending emails to a list of people. Currently, filling out a form triggers an email send to the person who filled out the form, and you can "alert" a static list (like Sales can be notified if a Lead fills out a Request Form, and the Lead gets an email that says "A Sales Rep will contact you shortly.").

I would like to use a form for IT Announcements - so say Company XYZ is having Scheduled Maintenance on MMDDYYYY. I want to notify only the leads in Company XYZ (even though my list also includes ABC, EFG, etc). Is this possible? I've used tokens and I have the email all set up, but so far I can only get it to send to myself, not to the list. I've attached a screenshot of how I thought the Smart Campaign should be triggered, please let me know what it should be instead. Thank you. 

2 replies

Grégoire_Miche2
Grégoire_Miche2
Level 10
January 13, 2017

Hi Sara,

Cross lead actions is not something that can be done in standard with Marketo.

2 ways:

  • The ABM option, which enables to do exactly what you want to
  • if you use a CRM, update a field on the contact, let it sync to the CRM, in the CRM, have a trigger that propagates this value to other contacts in the account, let these new values sync back to Marketo and filter or trigger on these values.

-Greg

    Casey_Bohannan1
    Casey_Bohannan1
    Level 1
    January 13, 2017

    Hi Gregoire, what is the ABM option and how can it do exactly what Sara wants?

    Grégoire_Miche2
    Grégoire_Miche2
    Level 10
    January 13, 2017

    Th ABM (marketo.com/software/account-based-marketing/ ) option is a new option that Marketo launched drecently. When enabled, ne specific triggers and filters are activated that enabled

    Greg

    SanfordWhiteman
    SanfordWhiteman
    Level 10
    January 14, 2017

    Another way to do this particular task is to echo the "Scheduled Maintenance" form post data to an outside database using a webhook.

    Preferably that database is itself a calendaring app, so it gives you a nice visual for all the entered events. Then run a daily batch so all the leads on the account (really an "account-like" group of leads with the same Company Name or Email domain) get a notification. In essence, you are subscribing your database to the calendar feed.

    However, I'm a little uneasy about a generic Marketo form giving the go-ahead for an account-wide mass email. How you do stop someone from using that form for malicious purposes? Signifying a maintenance period should be done via a secure form. If you use a calendaring app, only a logged-in user would be able to create events.

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