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Re: Use Opportunity Contact Role and Opportunity Information
Devraj Grewal
Jan 3, 2018 11:31 AM
Yuko,
Since only one contact on the SFDC account is associated with an opportunity, the trigger "Opportunity is Updated" will only run for that one contact.
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Re: Use Opportunity Contact Role and Opportunity Information
I have multiple contact roles for one opportunity so I don't think Opportunity is Updated can be used and specify the contact role name.
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Re: Use Opportunity Contact Role and Opportunity Information
Courtney Grimes
Jan 3, 2018 2:12 PM
Hi Yuko,
You can get around this limitation in one of two ways:
- The one time Marketo does listen for Opportunity Contact Roles with filtering abilities is on the Added to Opportunity trigger. You could then set up a Marketo-only field to record that person's role and use that to determine who should get the email.
- You can also look at assigning Account Contact Roles and then just doing a combination of the opportunity changing and having that Account Contact Role.
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Re: Use Opportunity Contact Role and Opportunity Information
Ah that's good idea. Setting up the role name on Marketo's record. I will try this. Thank you.
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Re: Use Opportunity Contact Role and Opportunity Information
JD Nelson
Jan 3, 2018 2:27 PM
You can also just do a daily batch campaign with the 'data value changed' criteria matching what you want in the past '1 day' -- this way you don't have to rely on the timing, but rather run it every day with a set list of who you're targeting. I would suggest also limiting that batch to only allow people to pass through once.
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Re: Use Opportunity Contact Role and Opportunity Information
So I tried this method previously and because when the contact role is added to the opp, the opportunity is not necessary won, (even if the opp is moved to won at the time of the batch runs.) it will miss a lot of people. Do you know how to get around that limitation?
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Re: Use Opportunity Contact Role and Opportunity Information
JD Nelson
Jan 3, 2018 3:46 PM
So you're saying you'll have contacts added to a closed/won opp that you THEN want to email? I was assuming that you wanted to email the contacts associated with the opp when it's changed to closed/won?
I was thinking something like this, batched every 24 hours:
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Re: Use Opportunity Contact Role and Opportunity Information
Is "Opportunity Role" field you are using on Choice 1, is that custom field? I don't see that as my option.
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Re: Use Opportunity Contact Role and Opportunity Information
JD Nelson
Jan 8, 2018 9:28 AM
I believe so -- it was just an example of ways you can send to different people. Just use whatever criteria you have
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Re: Use Opportunity Contact Role and Opportunity Information
Yea. Problem is that selection for Opportunity Contact Role isn't available. I think I will need to pass this when they are added to contact role as suggested earlier on this thread!
I will give it a try. Thanks for commenting!
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Re: Use Opportunity Contact Role and Opportunity Information
Has anyone figured this out?
Seems like a pretty baseline ask from a Marketing Automation system but it appears as though not all of my contacts are passing through to the triggered smart campaign and being put on the list for the email to send.
I've tried Marketo support, but as usual they were unhelpful Hoping someone in this thread can help me
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Re: Use Opportunity Contact Role and Opportunity Information
Can you open a new thread and post your exact Smart Campaign setup and expectations?
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Re: Use Opportunity Contact Role and Opportunity Information
I've ended up using custom object. I couldn't figure out the way to do this with Opportunity Contact Role field.
I think you can achieve this by what JD Nelson said.. Create a custom field and pass the contact role info to this custom field.
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