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A
Anonymous
June 11, 2014
Question

Sending a welcome email on Closed Won

  • June 11, 2014
  • 2 replies
  • 2316 views
Hi.
We're working on a customer Marketing initiative to automatically send messages based on actions. We'll send different messages based on how our customers use our product, but before getting complicated, I need help on the first step.

We'd like to send a "welcome" email as soon as a customer is marked "Closed Won" in salesforce.com. The trigger seems to be the easy part (Opportunity is Updated, Trigger is Won). 


How do I specify who gets the email?

My thoughts:
1. I'd like the primary contact (the person who signed the contract) to get the message. That's the only contact we have connected to the salesforce.com opportunity, but I can't see how I can specify who gets the message in the flow.
2. If I were to activate the campaign as-is, would every contact in the Account get the email?
3. If I can't send the email based on the contact that is part of the opportunity, then can I have the email send based on a field in the contact record? For instance, I have a field called "contact type" that lets us specify what role each contact plays in an account. Could I then specify to only send the email when a contact is marked "primary"?

TLDR; Trying to send an email only to specific contacts as soon as an opportunity is closed. 

All ideas are appreciated. Thanks!
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2 replies

A
Anonymous
June 11, 2014
Hi Nathan - Good questions.  Remember that Marketo is contact centric.  For any opportunity-driven activity to occur, the contact(s) must be added to the opportunity.  Marketo will not see any contacts who are associated with the account but not added to the opportunity (for the purposes of opportunity-triggered campaigns).  This means that only contacts added to the opportunity would receive your welcome emails.  However, this also means that every contact added to the opportunity will receive the emails.  If you only want to have specific opportunity contacts receive the emails there are three ways to do it

1) Add a Designation like "PC" for primary contact into the contact's title, and then filter for job titles with "PC" in your campaign smart list
2) Filter based on contact roles
3) Create a custom field in your Salesforce.com contact record that is a checkbox that designates the contact as the primary contact and filter your smart list based on that checkbox.

Hope this helps.

Danny
A
amacneil1
Level 2
November 17, 2015

Hi Danny,

I have run into this same issue and am unable to figure out how to pull in contact roles to the smart list. How would I go about doing this?

Thank you!

A
Anonymous
November 17, 2015

Contact role, interestingly, is available as a constraint on the Was Added to Opportunity filter, but not the Added to Opportunity filter. So, if you combine a trigger with the filter for Was Added to Opportunity and you add constraints around the date on that filter, you should be able to get pretty close to what you want.

A
Anonymous
June 11, 2014
Thanks Danny. 

So that actually should work perfectly for us. We only want to add a contact to an opportunity when they are the person signing the contract. Because of that, they're the exact person we want to email. That should work.

Thanks!
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