Is there a way to send an alert to an ISR? (not the Sales/Account owner) | Community
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Nancy_Rosentha3
Nancy_Rosentha3
Level 2
December 31, 2017
Solved

Is there a way to send an alert to an ISR? (not the Sales/Account owner)

  • December 31, 2017
  • 3 replies
  • 6274 views

Our lead lifecycle processes leads first through the Inside Sales Reps, then gets qualified and moved to Sales.  As such, I would like to use my Lead Scoring to alert the ISR (another field on our SFDC Lead object, which is also synced to Marketo) when the scoring reaches a specific custom defined threshold.  But, the only options for Send Alert that I am seeing are to either the Sales Owner or the Account Owner.  Has anyone encountered this and figured out a work around?

I even thought that maybe I could use a token for the "to other emails"  but I don't believe that will work, or at least I don't know for sure if this will work.

Thanks for any help anyone can offer here.

Best answer by Nancy_Rosentha3

The email address would have to be stored for it to be used here. Marketo has no other awareness of the person's address.


Since there are so few ISRs, I just added a logic steps for each one, that

if x, send to x's email,

if y, send to y's email, etc.

Thanks

3 replies

SanfordWhiteman
SanfordWhiteman
Level 10
December 31, 2017

Please move the question to Products​ (Move link is at the right).

This space is for discussing the Champs incentive program itself, not support.

Nancy_Rosentha3
Nancy_Rosentha3Author
Level 2
December 31, 2017

I thought I figured this out.  It requires making the campaign a "Trigger" campaign, which in turn accepts "tokens" such as {{lead.isr}}, but this isn't the email... hmm, not sure how to do that?  Any ideas?

SanfordWhiteman
SanfordWhiteman
Level 10
December 31, 2017

Yes, you can use Send to Other but the value has to resolve to an email. What value are you storing that isn't an email address?

Nancy_Rosentha3
Nancy_Rosentha3Author
Level 2
December 31, 2017

It's the full name of the ISR, ex. Joe Smith

Julia_Campbell
Julia_Campbell
Level 1
January 31, 2020

Hi folks,

 

I was wondering if anyone knows a more scalable way to do this? I didn't quite follow the exchange around what could work, but was wondering if any solutions had been found at this point @sanfordwhiteman (or anyone else who may know).

 

I am trying to send alerts to OBR's associated with an Account (AE's are the Account Owners). We currently have the OBR selection set up as a lookup field, and also have an "OBR Representative Email" formula text field that pulls the OBR email through the lookup. I was hoping the latter could be used in Marketo through a token, but am not sure how or if MKTO will recognize the text as an email if it's not specifically an email field.

 

Here's an example of the kind of flow step I was hoping would work:

  • Flow step type: Send alert
  • Send to: None
  • To Other Emails: {{account.OBRRepresentativeEmail__c}}

Any idea how to make a scalable alert process to secondary record owners work? Thank in advance for any help!

 

 

 

SanfordWhiteman
SanfordWhiteman
Level 10
February 1, 2020

was hoping the latter could be used in Marketo through a token, but am not sure how or if MKTO will recognize the text as an email if it's not specifically an email field.

The field doesn't have to have the Email datatype to be used as an Alert recipient. A String field is fine.

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