Send an automated email to a specific opportunity after an opportunity is closed won | Community
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Shailendra_Dube
Shailendra_Dube
Level 2
January 7, 2019
Solved

Send an automated email to a specific opportunity after an opportunity is closed won

  • January 7, 2019
  • 1 reply
  • 6223 views

I need to do following

Send an automated email to customer from opportunity owner after 2 weeks of close date

Create task in Salesforce for opportunity owner to call customer after 4 weeks of close date

Now till now i have done following

Created smart list with filter

  • Is Customer = True
  • Has Opportunity :-> Has Opportunity = True | Stage = Closed Won | Type = New Business

Is above steps are correct?

Now in email what I have to added in From Address & Reply-to.

Can anyone help me give direction on this.

Best answer by SanfordWhiteman

As for customer email, are you referring to the lead's email address? Review Marketo's Product Docs on tokens. Tokens Overview - Marketo Docs - Product Documentation

We have Primary Contact Email Id field in SFDC Contact, so in Opportunity if there are more than one contacts one contact will be marked as Primary


You can't use an Opportunity field as the recipient of an email.

1 reply

Nicholas_Hajdin
Nicholas_Hajdin
Level 5
January 7, 2019

Hi Shailendra,

Have you built a lead lifecycle model? I recommend researching the Community on best practice setup if you haven't.

If you want the message to be automated, you need to be using triggers as opposed to filters. If you have a proper lead lifecycle model built, you would use the following smart lists and flow steps.

Smart List: Trigger - Data Value Changed: Person Attribute Person Status - new value is Closed Won.

Flow Steps

  1. Wait 2 weeks
  2. Send Email
  3. Wait 2 weeks
  4. Create Task
    Shailendra_Dube
    Shailendra_DubeAuthor
    Level 2
    January 7, 2019

    Hi @@Nick Hajdin,

    Thanks for your suggestions. Yes we have lead lifecycle model implemented.

    We have Lead Lifecycle for customer with Smart List :- Data Value Changes | Attribute : SFDC Type | New Value:is | Customer

    So as per your suggestion i have added following trigger in Smart List

    Data value Changes | Attribute:Is Customer | New Value True

    Now in email what I have to add in From Address & Reply-to.

    Nicholas_Hajdin
    Nicholas_Hajdin
    Level 5
    January 7, 2019

    SFDC Type and Person Status are different when it comes to Lead Lifecycle Model. Typically, you are using the Person Status field in Marketo and syncing this field to SFDC. I would test to make sure the data value changes and opportunity filters you have setup as your smart list criteria will fire as you expect - you can change or remove the wait steps for testing purposes.

    What is your question around From Address & Reply-to? Do you want the sales owner information to populate? If so use the token - {{lead.Sales Owner Email Address}}.

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