It would be ideal if smart list subscribers were emailed in real-time with leads.

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It would be ideal if smart list subscribers were emailed in real-time with leads.

I love the new feature that allows us to subscribe to smart lists! It is absolutely necessary for my company to have this feature.

However, it would be ideal if subscribers could be emailed in real-time as new leads come into the smart list. The majority of our smart lists are formed when users submit a form, and we like to be notified of this. Of course, with the current feature the smart list subscription emails can only be sent on a daily basis at most.

15 Comments
Marketo Employee

You can do this by setting up a trigger campaign with your condition and a send alert flow step.

Trigger

Fills out form <your contact form>

Flow

Send Alert <your alert email>

Anonymous
Not applicable

Hi Kenny!

Do you have documentation on how to set this up?

Thanks,

Analisa

Analisa Goldblatt

Senior Marketing Associate

www.RealMassive.com <http://www.realmassive.com/>

c: 281.825.1612

t: @realmassive <https://twitter.com/RealMassive>

  • Commercial Real Estate in Real-Time*

*

Anonymous
Not applicable

Hi Analisa,

There isn't an article specifically for this instance, but I took a couple screenshots below.  Just create a new smart campaign and add the Fills Out Form trigger to your smart list.

pastedImage_0.png

The add a Send Alert Flow step to your Flow, and choose what alert email should be sent, and who should receive it.

pastedImage_1.png

Then you can go to the schedule tab and activate the campaign.  Once that's done it will react to any leads filling out whatever form you chose in the trigger, or all forms if you used the "is any" option.

John

Anonymous
Not applicable

Hi John - thanks for the response.

Your pics aren't showing up in my email for some reason, but I test

submitted a form, and it's showing up in the Results tab, but I didn't get

an email...

Analisa Goldblatt

Senior Marketing Associate

www.RealMassive.com <http://www.realmassive.com/>

c: 281.825.1612

t: @realmassive <https://twitter.com/RealMassive>

  • Commercial Real Estate in Real-Time*

*

Anonymous
Not applicable

Hi Analisa,

I would recommend viewing this discussion on the community so you can see the screenshots, but also so you can provide screenshots of your own.  Can you show me the Send Alert step in the flow of your campaign, and the trigger in the smart list?

John

Anonymous
Not applicable

Gotcha. Yes, screenshots attached.

Analisa Goldblatt

Senior Marketing Associate

www.RealMassive.com <http://www.realmassive.com/>

c: 281.825.1612

t: @realmassive <https://twitter.com/RealMassive>

  • Commercial Real Estate in Real-Time*

*

Anonymous
Not applicable

I'm not seeing any screenshots.  Did you log into the community and attach them to a comment in this thread?

Anonymous
Not applicable

Screen Shot 2015-11-05 at 4.12.24 PM.pngScreen Shot 2015-11-05 at 4.12.28 PM.pngScreen Shot 2015-11-05 at 4.12.34 PM.png

Anonymous
Not applicable

Ok, remove your address from the Send To field.  That's reserved for values like "Lead Owner" or "Account Owner", not actual email addresses.  Just put your address in the To Other Emails field.

Anonymous
Not applicable

I removed my email from the "Send To" field, and the new test submission is showing up under "Results," but still no email. Does it take a while to come through? I already checked my spam folders, etc.