Removing multiple leads from a flow due to 1 lead's email response | Community
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A
Anonymous
October 16, 2014
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Removing multiple leads from a flow due to 1 lead's email response

  • October 16, 2014
  • 14 replies
  • 2844 views
Hi Marketo Community!

I have a scenario that I would love to get your help on. Here's my proposed Marketo cycle:
  1. We create a Marketo Smart Campaign that sends emails to 5 people (all from Company ABC)
    • Flow steps include:
    • Send Email
    • Wait 4 days
    • If no response, send 2nd email
    • wait 4 days
    • If no response, send 3rd email
  2. We send the 5 emails to 5 leads from Company ABC
  3. 1 one of the leads responds to us.
  4. We want to take all 5 of those leads out of the flow because at least 1 employee from company ABC responded.
How would I go about doing this? Our current implementation includes Marketo and Salesforce.

p.s. Here's my current solution that only solves half of it...

1. When lead responds, my company's rep will reply to that email and log the activity using Cirrus Insight in Salesforce.
2. Create a Trigger campaign that says, if lead received "Email X" and "Activity was logged contaings Re:", then remove from flow.

The issue is... that only removes that 1 lead and not the 4 others from the same company.

Really appreciate it!
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Best answer by Dory_Viscoglio
Jon-Sun, if you just tweak your step 2 slightly, you should be able to accomplish this without apex, like Justin mentioned:

2. Create a Trigger campaign that says, if lead received "Email X" and "Activity was logged contaings Re:", then remove from flow.

Instead of immediately removing them from the flow, I'd have Marketo check a box that correlates to an account field. Then you can have a separate triggered campaign that says if data value of [account field box] changes, then remove from flow.

This way you don't interrupt/change your sales process (this is critical in many organizations), and still accomplish what you're looking for. 

14 replies

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A
Anonymous
October 17, 2014
Hey Justin and Dory,

Thanks again! I love how responsive you guys are and you're truly helping me with this pickle. That sounds like a great idea. I've created the Salesforce boolean checkbox entitled "Marketing Responded'. The only issue i'm coming across now is how to perpetuate that "Marketing Responded" checkbox to all of the contacts associated to the account. 

Is it simply a setting in Salesforce i'm overlooking? Or is there something special I have to set up so checking that box will check the box for ALL contacts in the account?

Many thanks 
A
Anonymous
October 17, 2014
From Marketo's perspective, SFDC account fields are available for use in triggers/filters on each Marketo lead (SFDC Contact) that belongs to that SFDC Account. So simply by having it at the SFDC Account level, it will be visible in Marketo and you can use it. 

If you want it available on the Contact record in Salesforce for some reason, you could create a formula field on the Contact record and reference the Account field in it. 

But just make sure to use the Account version of the field in your Marketo filters...formula fields don't trigger the Marketo/SFDC synch so you may not have current data for the formula field in Marketo. 
A
Anonymous
October 17, 2014
Hey Justin,

Thanks for the tips. It's weird though, I tried created a formula field on the Contact record that references the Account fields but can't seem to insert any fields from the Account level. My "Select Field"dropdown only has fields associated to Leads.

If I can get this last part to work i'm sure this entire issue will be resolved haha.  
A
Anonymous
October 17, 2014
Omg... I'm silly, Disregard that last post Justin!

Haha thanks so much. 
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