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send email to "additional email address"

Question asked by 4273ee9393fc05f192467296025976d75acfc2af on Jul 8, 2016
Latest reply on Jul 28, 2016 by Grégoire Michel

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Hi,

Have anyone found a way to send a email to a leads "additional email address" but not to the "email address"?

I know it's not standard but it would be sweet for my idea!

Background:

We have a "tip" function at the company where anybody working here can give information on a company we should contact. The quality on these "leads" vary and there is not every time the employee has a email to the lead so he or she will fill in there own. This is no problem in its own because we always call up the leads to qualify and make sure they are handled the right way.

Here is the crux: We would like to send a notification to our employee when we update the lead so they may know what happened to it after they served it to the company..

That's the story behind my question. I would like to take the employees email, store it as the leads "additional email address", update the "email address" with the correct one and at the same time send a email to the "additional email address" notifying the employee what happened.

//jonas.

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2a1c2ad0bb5d17cbe5916365cd635bbd0ce4f287 Jul 8, 2016 5:47 AM

Hi Jonas

Couple of ways, you can do this.

1. Use send alert to send this email to additional email address

2. Use custom fields and play around with campaign triggers. As Marketo send email only to standard email address field. so copy the standard field value to some custom field (backup email address). Custom email address to standard field and send email. After that you can revert the standard field value.

1 person found this helpful

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4273ee9393fc05f192467296025976d75acfc2af @ 2a1c2ad0bb5d17cbe5916365cd635bbd0ce4f287 on Jul 12, 2016 1:03 AM

Thank you both!

I was also thinking of the "send alert" action, but can you use that with a token? If so, that could be a solution.

Will look into this, and again, thank you both!

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Grégoire Michel Jul 8, 2016 5:51 AM

Hi Jonas,

In Marketo, this is done with 2 consecutive flow steps:

"send email" to send the email to the lead
"send alert" to send an email (potentially the same) to anyone internally

The 2 steps can use the exact same email, both will include the lead data, not the internal addressee data.

-Greg

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4273ee9393fc05f192467296025976d75acfc2af @ Grégoire Michel on Jul 12, 2016 1:04 AM

thank you,

answered on the post before yours.

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15cfe4c80404b1773e4e27690070c9bc9d80949c @ 4273ee9393fc05f192467296025976d75acfc2af on Jul 26, 2016 2:47 PM

We use the Send alert for Flow step only in production just with defaultChoice. ParentEmail is a custom field on the lead DB. There is no sales owner setup in our instance.

-Mahesh

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Grégoire Michel @ 15cfe4c80404b1773e4e27690070c9bc9d80949c on Jul 27, 2016 12:26 PM

This is not the most efficient way as the second email will not be tracked for opens and clicks.

I already posted a solution here: https://nation.marketo.com/message/121106#comment-121106

-Greg

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15cfe4c80404b1773e4e27690070c9bc9d80949c @ Grégoire Michel on Jul 27, 2016 4:39 PM

Thanks Greg. This is huge. I have to do this in most of the smart campaigns.

Is there a way to save a 'Group a bunch of Flow Steps/' and save it. A new section in the tree - MyFlowSteps. When we drag it to the canvas all above is added. Huge time saver and avoids mistakes.

-Mahesh

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Grégoire Michel @ 15cfe4c80404b1773e4e27690070c9bc9d80949c on Jul 28, 2016 12:37 AM

Hi Maheswar,

No, but that would be a nice idea to propose: a "snippet of flow steps"

-Greg

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8 Replies

2a1c2ad0bb5d17cbe5916365cd635bbd0ce4f287 Jul 8, 2016 5:47 AM
Mark Correct
Correct Answer
Hi Jonas
Couple of ways, you can do this.
1. Use send alert to send this email to additional email address
2. Use custom fields and play around with campaign triggers. As Marketo send email only to standard email address field. so copy the standard field value to some custom field (backup email address). Custom email address to standard field and send email. After that you can revert the standard field value.
1 person found this helpful
Like • Show 1 Like1
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- 4273ee9393fc05f192467296025976d75acfc2af @ 2a1c2ad0bb5d17cbe5916365cd635bbd0ce4f287 on Jul 12, 2016 1:03 AM
  Mark Correct
  Correct Answer
  Thank you both!
  I was also thinking of the "send alert" action, but can you use that with a token? If so, that could be a solution.
  Will look into this, and again, thank you both!
  Like • Show 0 Likes0
  Actions
Grégoire Michel Jul 8, 2016 5:51 AM
Mark Correct
Correct Answer
Hi Jonas,

In Marketo, this is done with 2 consecutive flow steps:
- "send email" to send the email to the lead
- "send alert" to send an email (potentially the same) to anyone internally
The 2 steps can use the exact same email, both will include the lead data, not the internal addressee data.

-Greg
Like • Show 1 Like1
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- 4273ee9393fc05f192467296025976d75acfc2af @ Grégoire Michel on Jul 12, 2016 1:04 AM
  Mark Correct
  Correct Answer
  thank you,
  answered on the post before yours.
  Like • Show 0 Likes0
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  - 15cfe4c80404b1773e4e27690070c9bc9d80949c @ 4273ee9393fc05f192467296025976d75acfc2af on Jul 26, 2016 2:47 PM
    Mark Correct
    Correct Answer
    We use the Send alert for Flow step only in production just with defaultChoice. ParentEmail is a custom field on the lead DB. There is no sales owner setup in our instance.
    -Mahesh
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    - Grégoire Michel @ 15cfe4c80404b1773e4e27690070c9bc9d80949c on Jul 27, 2016 12:26 PM
      Mark Correct
      Correct Answer
      This is not the most efficient way as the second email will not be tracked for opens and clicks.
      
      I already posted a solution here: https://nation.marketo.com/message/121106#comment-121106
      
      -Greg
      Like • Show 1 Like1
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      - 15cfe4c80404b1773e4e27690070c9bc9d80949c @ Grégoire Michel on Jul 27, 2016 4:39 PM
        Mark Correct
        Correct Answer
        Thanks Greg. This is huge. I have to do this in most of the smart campaigns.
        Is there a way to save a 'Group a bunch of Flow Steps/' and save it. A new section in the tree - MyFlowSteps. When we drag it to the canvas all above is added. Huge time saver and avoids mistakes.
        -Mahesh
        Like • Show 1 Like1
        Actions
        Grégoire Michel @ 15cfe4c80404b1773e4e27690070c9bc9d80949c on Jul 28, 2016 12:37 AM
        Mark Correct
        Correct Answer
        Hi Maheswar,
        
        No, but that would be a nice idea to propose: a "snippet of flow steps"
        
        -Greg
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