Send an automatic second email if the first one was not replied to

How are you tracking "replied" ?

Hi Dylan,

Unfortunately there is no easy way for Marketo to register if the email is replied to.  One way with native Marketo functionality would be to have reps send you a list of replies manually, and instead trigger off of "Added to List" when you import the list of people who replied.

There are a couple of other ways this could be done, but will require some additional set up and manual work.  Check out these for details:
- https://community.marketo.com/MarketoDiscussionDetail?id=90650000000PFTnAAO
- https://community.marketo.com/MarketoDiscussionDetail?id=90650000000PzycAAC
 

The next step, if you are marking them via a field is:

1. Data Value Changes IS X to Y - we have to base this on some sort of data field or a clicks link.
2. Send Email

@Josh - that's what I'm looking for, a way to track "replied".

@Laura - That does sound like what we want to do. Just having a reply is enough to take them out of the stream, be it positive or negative. We need to be able to do this without interaction from the sales team. Can that method be adapted for NetSuite or does it require hooks specific SF integration?

you can base the reply on a form or click on a link. Replies to email won't work.

I know next to nothing about NetSuite, unfortunately - perhaps they have similar functionality?  That's something you would have to look into with them (or maybe someone else on here knows more?).  Even if they do, it will take a bit or work to set up... and is this program worth the effort it will take to get it all set up?  A landing page or contact us form or link click like Josh suggested will be easier to implement even if it's not quite what you want.  Good luck!

Thank you for the suggestions, Laura. This is, in fact, the primary purpose we intended for Marketo, so it's definitely not negotiable. It would appear to be much easier in Marketo to do a landing page or form, but that would involve changing our way of doing business, so unfortunately not really an option. Hopefully someone with NetSuite experience reads this and has some insight.

Josh, that is definitely going to be a problem for us.

We use an app called iHance for SFDC that updates fields on the lead/contact when there is any inbound email. 

I would check if there is a similar app for Netsuite ("inbound email tracking for netsuite" or something similar) -- I know next to nothing about their ecosystem unfortunately. 

This method is good if you just want to exclude anyone who has replied to prevent further automation, less useful if you want to track replies to a specific mailing. 

Thanks for the suggestion, Justin. That sounds promising. I'll see what I can dig up on that. Excluding replies is all we really need. Tracking individual emails is done by the reps.

In my experience, replies are usually tracked as part of the business process itself because replies reveal the sales status of the lead.

So, if you're sending emails to "New" leads and one of them replies, the assumption is that whoever is fielding the reply should be logging into the CRM to update the lead from "New" to now "Qualified" or "Nurture" or "Disqualified" or some equivalent.

And it's based on this "Lead Status" that you can then send your 2nd email. In other words, send the 2nd email to the leads that are still "New."

Hope that helps!