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December 13, 2017
Question

Manage alerts using smart/trigger campaigns

  • December 13, 2017
  • 2 replies
  • 5239 views

Hi there,

We have our own custom score calculation, every day our custom score field will be altered and an internal notification will be triggered to sales, I set up the program. What's really challenging is How do I trigger only one alert based on two different people scores. So that one alert knows the other one is triggered hence the next alert is not sent.

See the below example,

Person A - Score(-200) - Score is nearing 0 (-200)

Person B - Score 0 - Score is Zero

We currently have two alerts, Alert-1 - Person A score is nearing Zero and Person B - Score is Zero

Currently both the alerts are triggered, one doesn't know another one is triggered. Ideally if a person reached a score of Zero we don’t want to be notified by Alert-1 (Person A score is nearing Zero). If there is no records with score Zero and a record with Score -200 we need only Alert-1.


Person Name and Score

Period

Alert

Person - A Score is -200 (Lesser than 0)

Day - 1

Alert - 1

Score is nearing 0

Person - A Score is -200 (Lesser than 0)

Person - B Score is 0

Day - 2

Alert - 2 (We have a record with score 0, don't send the alert 1)


Any idea how do we handle this in Marketo?

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2 replies

Grace_Brebner3
Level 10
December 13, 2017

Hey Santhosh,

Just to clarify, when you say "two different people scores", are you talking about the different scores of two different people, or about the different values in two different score fields for one person?

I'm interpreting this as the latter.

Sequence of events and frequency of alert is probably the trick here as the few ways I'm thinking you could set this up would be looking at those factors.

The simplest solution that immediately comes to my mind is to create a single smart campaign that can be triggered off both events, where the flow includes a wait step and then a validation to check whether the score has now become zero, sending alert two if true and alert one if false. I would then put a restriction on that smart campaign to allow a person to only run through it once a day (or more/less frequently depending on what best suits you). This would help you control the frequency of alerts going out, and give you some opportunity to check whether the score does become zero before committing to sending alert one.

Hope that helps.

December 13, 2017

Hi Grace,

Thanks I appreciate your reply it does helps, I should have been more specific in my case I have a single score field allocated to different persons.

To put it in a simple words If Rafa and Roger finishes a score of -200 and 0 on a single run, I want to send only one Alert to sales specifying Roger has better score than Rafa. If you see my above example I mentioned as Person A and Person B. Agree alerts/sequence of alerts and triggers are tricky just trying to crack this one, actually it opens to lot of other unknown territory.

SanfordWhiteman
Level 10
December 14, 2017

What is the relationship between these persons... how could I know from looking at Roger that he is competing with Rafa for the AM's attention?

Emily_Hesley
Level 2
December 14, 2017

Could you set them up as a reoccuring batch campaign instead of a trigger?  Then you could schedule the one to send after the other and add the filter "not a member of XYZ campaign".

SanfordWhiteman
Level 10
December 14, 2017

These are different leads. They can't be filtered against each other in this way.