How to use "was sent sales email" | Community
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A
Anonymous
October 19, 2015
Question

How to use "was sent sales email"

  • October 19, 2015
  • 2 replies
  • 1946 views

I created an email blast with three emails spaced three days apart. What's the best way to prevent emails 2 or 3 from sending if they responded to the 1st or 2nd email and the activity is being documented in Salesforce? I tried testing by sending an email to a test contact from salesforce, then setting up the smart list as "was sent sales email / subject is any / date of activity on or after 10/19/2015 / sent by [my email address] and it affected 0 leads. Maybe my understanding of what a "sales email" is wrong?

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2 replies

J
Adobe Employee
JohnCl9Adobe Employee
Adobe Employee
October 19, 2015

Hi Pia,

Sales emails are only those sent from Marketo Sales Insight in Salesforce or through the Sales Insight plugin in Outlook/Gmail.  All other emails sent from Marketo are not considered Sales Emails.

When you look at the lead record in Marketo for the contact you sent a test email to, are you seeing the Was Sent Sales Email activity?

John

Josh_Hill13
Josh_Hill13
Level 10
October 19, 2015

This would be Was Sent Email or Not Was Sent Email.

But if you have a drip flow and it says

Send Email 1

Wait 2 days

Send Email 2

Wait 3 days

Send Email 3

You need to say something like If Lead Has Activity Within Past 2 days, then don't send Email 2....so it would actually be better to have a second listen campaign that says:

Activity Added [Constraints]

and Member of Campaign 1

and Not Was Sent Email 2 or 3 yet

then Remove from Campaign 1.

A
Anonymous
October 19, 2015

Thanks to you both. John, it turns out I totally misunderstood what "sales email" meant. Based on your response, Josh, I have it set up like this:

Campaign 1:

If Member of program = [program name]

Then Send email 1

wait 3 days

Send email 2

Wait 3 days

Send email 3

Campaign 2:

If Member of program [program name] and

Activity was logged / subject is not empty / date of activity on or after 10/19/15 and

Not was sent email 2 or

Not was sent email 3

Then Remove from Flow - Campaign is Campaign 1

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