What is the flow that we need to send an reminder email to sales team after they are not reach out or take any action for last 48 hours even he received the lead info ?

Forum|Forum|8 years ago
July 31, 2018
8 replies
4337 views

Please send suggest the whole work flow from send alert to reminder.

Marketo

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Kevin_Weisenber

Level 4

Hi Akash,

A few different ways to do this, below is an option.

I would use the criteria "alert was sent" in the past 48hrs with the criteria "Not was sent sales email" and then use whatever flow steps you would like for example you could send another alert or email to the sales team.

AKASH_PAUL1Author

Level 2

Hi Kevin,

Thank you for the help can we also send the reminder as per below flow.

send alert (Sp_Send_Alert_Info) > wait (48 hours) > action is false (then send a specific email) > or if action is true ( no send alert)

please suggest

Kevin_Weisenber

Level 4

Hi Akash,

Yes, this is another option. The "not was sent sales email" is the key filter, you can implement this a few different ways including the one you mentioned.

A

Anonymous

For the sales alert I suggest to split in two Smart Cmpaigns. If you use 2 Smart Campaigns you can use for the second sales alert current lead informations. If you use only one Smart Campaign the token/lead informations cannot be updated.

No1 Sales Alert
Smart List .... TRIGGER ... YOUR CRITERIA ...
Flow: Send Sales Alert -> Wait 48 h -> Request Campaign No2

No2 Sales Alert Reminer
Smart List ... Trigger Campaign Requested ... YOUR CRITERIA ...Flow: Send Reminder Sales Alert

Hope This helps

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