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Jeremy_Bosch2
Jeremy_Bosch2
Level 2
December 12, 2014
Solved

Triggers for Open Email vs Open Sales Email

  • December 12, 2014
  • 2 replies
  • 2575 views
I'm designing a lead cycle data management campaign in Marketo to define a Marketing Qualified Lead.  Our internal definition is that anyone who opens or clicks an email.  Do I need to setup up seperate triggers for opening a Marketo Email and opening a Sales Email/Clicking a Marketo Email and Clicking a Sales Email, or will the standard click any link in email and opens any email triggers capture everything? 
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Best answer by Josh_Hill13
You can createa  trigger that says

Opens Email IS ANY
Opens Sales Email IS ANY
Clicks Link in Sales Email
Clicks Link in Email IS ANY, Link NOT CONTAINS "unsubscribe"

Sync Lead to SFDC

Keep in mind that triggers are always OR between them, so you do need all four triggers in the smart list.

2 replies

Josh_Hill13
Josh_Hill13Accepted solution
Level 10
December 12, 2014
You can createa  trigger that says

Opens Email IS ANY
Opens Sales Email IS ANY
Clicks Link in Sales Email
Clicks Link in Email IS ANY, Link NOT CONTAINS "unsubscribe"

Sync Lead to SFDC

Keep in mind that triggers are always OR between them, so you do need all four triggers in the smart list.
A
Anonymous
June 23, 2015

Josh is right. You need separate filters for normal emails and emails sent via Sales Insight.

Tara_Petre
Tara_Petre
Level 4
December 12, 2014
Hi Jeremy, 

The opens email/clicks link in email triggers do not capture leads who take these actions via a sales email.  If you would like to trigger leads who open or click a sales email you will need to add those triggers.

Best,
Tara
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