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Elise_Stieren
Elise_Stieren
Level 2
April 30, 2021
Solved

Sending Email Alerts to Account Owner and Assigned SDR

  • April 30, 2021
  • 1 reply
  • 4042 views

Hell Marketo!

In the account record in our SFDC instance, we have two fields "Account Owner" and "Assigned SDR" whose values are exactly what they indicate, the sales rep/account owner and the SDR assigned to that account. I want to set up a smart campaign where the Account Owner and Assigned SDR are alerted when a contact attached to the account takes an action or engages with marketing programs (like registered for event, filled out form, downloaded content etc).

 

Has anyone ever tried to do this? I tried this as a flow step in my test and it was not working. 

Any insight, anyone?

 

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Best answer by SanfordWhiteman

How do I check this with the UI? Apologies if it's obvious.


For example, add the token to an email and preview the email in the context of a lead.

1 reply

SanfordWhiteman
SanfordWhiteman
Level 10
April 30, 2021

What exactly you are seeing in the Activity Log? As long it's a trigger campaign, this looks like it should work. And of course the {{company.Assigned SDR}} value needs to be an email address.

    Elise_Stieren
    Elise_StierenAuthor
    Level 2
    April 30, 2021

    The value for "Assigned SDR" is a SFDC User, not certain it maps to their email. 

     

    And yes it's a trigger program, and agree it looks like it should work. 

    SanfordWhiteman
    SanfordWhiteman
    Level 10
    April 30, 2021

    The value has to be an email address. You should be able to check this easily in the Marketo UI.

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