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DandyTeam
Level 1
Aug 25, 2021 11:43 PM UTC
Question

Can marketo send emails to all contacts related to an account? The contacts are linked to the account in SFDC. Help!

I have a bunch of contacts (email addresses) that are linked to the appropriate accounts in SFDC. I am wondering if Marketo can create a smart list that will send to all related contacts of the accounts I choose (e.g., active accounts I can set filters for). Is this possible? How?!

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2 replies

Adobe Employee
falvaresAdobe Employee
Adobe Employee
Aug 26, 2021 1:01 AM UTC

Hi @dandyteam ,

From what I understand from your question.

You should be able to use a 'filters/fields' you have on the account as long as that information is syncing to Marketo.

Are you not seeing the expected result?

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SanfordWhiteman
User Group Leader
SanfordWhitemanUser Group Leader
User Group Leader
Aug 26, 2021 3:24 AM UTC

Just a tiny expansion on @falvares‘s point:

 

For SFDC Contacts synced to Marketo, the Marketo Company Name is synced with the SFDC Primary Account Name. So a filter on one is a filter on the other.

 

However this isn’t going to catch Contacts that are merely related to the Account. It has to be their Primary.

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