Recent lead activity in an alert email? | Community
Skip to main content
A
Anonymous
June 10, 2013
Solved

Recent lead activity in an alert email?

  • June 10, 2013
  • 4 replies
  • 1853 views
Hey all,

As part of a notification about a change in a lead's lifecycle stage (say, going to MQL), I'm sending out alerts to the lead owner and a few other interested parties.  An ask on these is that I provide, say, the last 5 activities (could be interesting moments or activity) as part of the email.  I see how I can include the last activity, but I can't see any way to show more than just the last.

Any way to get that done?

Thanks,

Damian
This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.
Best answer by Amy_Lepre
Hi Damian,

We are doing something similar to this. What we did was create 2 custom fields called Last Interesting Moment & Compiled Interesting Moments. Then every time a lead has an interesting moment, we update the Last Interesting Moment field with the appropriate value and the Compiled Interesting Moments field to append the data. It looks like this:

LAST INTERESTING MOMENT

We already had several Smart Campaigns running to capture interesting moments based on type. In the Flow steps for each one, we added a second step that updates the value of the Last Interesting Moment field to whatever the interesting moment was.

COMPILED INTERESTING MOMENTS

We created a new Smart Campaign to do this.

Smart List
Trigger > Data Value Changes > Attribute: Last Interesting Moment

Flow
Change Data Value > Compiled Interesting Moments > New Value: {{system.date}} - {{lead.Last Interesting Moment}}, {{lead.Compiled Interesting Moments}}

Now the Compiled Interesting Moments field is a comma separated list of the interesting moments with the date each happened. 


4 replies

Josh_Hill13
Josh_Hill13
Level 10
June 11, 2013
They should be able to see that by visiting the lead in SFDC and looking at the Interesting Moments tab.

Honestly, my preference is to get them to click on the lead link and view the whole record. If they want some reasons to consider clicking, the contact info and last actions should suffice in most cases.

I think there was a thread on this concept earlier if you do a search.
Amy_Lepre
Amy_LepreAccepted solution
Level 6
June 11, 2013
Hi Damian,

We are doing something similar to this. What we did was create 2 custom fields called Last Interesting Moment & Compiled Interesting Moments. Then every time a lead has an interesting moment, we update the Last Interesting Moment field with the appropriate value and the Compiled Interesting Moments field to append the data. It looks like this:

LAST INTERESTING MOMENT

We already had several Smart Campaigns running to capture interesting moments based on type. In the Flow steps for each one, we added a second step that updates the value of the Last Interesting Moment field to whatever the interesting moment was.

COMPILED INTERESTING MOMENTS

We created a new Smart Campaign to do this.

Smart List
Trigger > Data Value Changes > Attribute: Last Interesting Moment

Flow
Change Data Value > Compiled Interesting Moments > New Value: {{system.date}} - {{lead.Last Interesting Moment}}, {{lead.Compiled Interesting Moments}}

Now the Compiled Interesting Moments field is a comma separated list of the interesting moments with the date each happened. 


A
Anonymous
June 11, 2013
Amy - thanks for the response - great solution that we're going to implement immediately.
    A
    Anonymous
    January 6, 2015
    This is fantastic. Thanks for the idea, Amy! Like Damian, I'm implementing this right now.
      Terms & ConditionsAccessibility statement

      Loading footer...