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J
jsnow
Level 2
November 14, 2022
Solved

Help with Improving email alert notification smart campaigns (After a form submission)

  • November 14, 2022
  • 1 reply
  • 2370 views

Hello,

 

We have different smart campaigns set up to notify our sales teams when someone fills out a form on our website. The way we have them set up currently is working fairly well, for the most part. There have just been some occasions where the lead hasn't finished syncing to SFDC yet, and it sends out the notification to "API User" instead of the Sales Owner with a Lead Owner of "Marketo Sync". We want to avoid that from happening. I was hoping someone might have some insight as to how to account for that and only send out the alert after it's done syncing to SFDC and been assigned to a rep, other than just adding more time in the wait steps? Also, if you have any suggestions on how we can improve ours based on best practices, please let me know. There is always room for improvement. See screenshots below for an example of one of our notification smart campaigns:

Smart List Tab:

Flow Tab:
Steps 1-3:

Steps 4-5:

Steps 6-7:

Thank you in advance for any advice or suggestions you may have to solve for this!

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Best answer by SanfordWhiteman

You can trigger on Owner Changes.

 

Do not use a Wait Step for things like this.

1 reply

SanfordWhiteman
SanfordWhitemanAccepted solution
Level 10
November 14, 2022

You can trigger on Owner Changes.

 

Do not use a Wait Step for things like this.

J
jsnowAuthor
Level 2
November 15, 2022

Are you talking about on the smart list tab or the flow tab? We do currently have 1-2 of them set up with the trigger of "Owner Changes" on the smart list tab. However, this has caused issues in the past when reps leave one of our companies or they have gone from one of our portfolio companies to another. For instance, we had a rep go from Company X to Company Y, and because we were not notified right away of the change, he wasn't getting the email notifications until we were told a few days later and then we added him into the trigger. I just didn't think that was a long term solution because it has to get updated any time a new rep joins or leaves one of our portfolio companies. See screenshot below for how we have that one set up:

 

SanfordWhiteman
SanfordWhiteman
Level 10
November 15, 2022
You want to constrain by the old owner being your placeholder API user.
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