Best Practices: Sending an Event Email using a List Defined in Salesforce

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Best Practices: Sending an Event Email using a List Defined in Salesforce

Hi Community,

I need to send a "save the date" email out for an upcoming event we are hosting. The list is being created by sales, in a Salesforce campaign, where the sales people are adding members to the campaign who they want to be invited.

In Marketo, I was planning on defining the Smart List with the Filter "Member of SFDC Campaign"

My questions are:

  • Does anyone else use this method for event emails?
  • Is this an atypical way to define a list? It seems like the answer is "yes" but I want to gauge the community to see if others have done this or if this is common practice?
  • How are others working with sales to define their lists and then what are they doing in Marketo and/or SFDC to ensure that list is receiving the email?

Thank you,

Spencer

6 REPLIES 6
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Re: Best Practices: Sending an Event Email using a List Defined in Salesforce

Hi Spencer,

Yes, I've done this before,

I created a program in Marketo, synced it with SFDC campaign and every new lead that was added to this campaign by sales, was added to this program.

I had a smart campaign that sent an email to every new lead that was added to this program.

Let me know if you have any further questions.

Ronen Wasserman
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Re: Best Practices: Sending an Event Email using a List Defined in Salesforce

Hi Spence and Ronen,

there are 2 methods that both work and are separated and incompatible:

  1. you use the "member of SFDC" campaign filter in Marketo and shoot the email
  2. of you sync a program with the campaign and use the "member of program" filter. Pay attention if you create the campaign in SFDC before sync'ing it with Marketo, the slightest difference in the member statuses definition will block the sync. I always recommend that you create the campaign in SFDC from Marketo to avoid this..

but you cannot do both.

-Greg

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Re: Best Practices: Sending an Event Email using a List Defined in Salesforce

Hi Grégoire Michel​,

Thank you for this feedback. I believe I set this up the exact what you recommend against... - I have the program synced and I am also using the "Member of SFDC Smart Campaign" filter to define my Smart List. Since I have both set up, which of the two do you recommend using? What are the benefits of using one over the other?

Screenshots showing sync and Smart List Filter, both in the same campaign:

Screen Shot 2018-07-10 at 1.38.20 PM.png

Screen Shot 2018-07-10 at 1.38.40 PM.png

Thank you,

Spencer

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Re: Best Practices: Sending an Event Email using a List Defined in Salesforce

Hi Spencer,

If the campaign is sync'ed with a program, use the "member of Program" filter instead to define the smart list.

-Greg

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Re: Best Practices: Sending an Event Email using a List Defined in Salesforce

Thank you. I will go this route (sync and use "member of Program"). I am curious, what is the benefit of this way, if any? More reporting capability post event?

Thanks again Grégoire!

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Re: Best Practices: Sending an Event Email using a List Defined in Salesforce

One of the big advantages is the consistency of reporting between the 2 systems.

One of the drawback is the lack of control of the lead being pushed to SFDC, since adding people to programs implicitly adds them to SFDC too. You will have to pay attention if some flow steps are needed before the leads are pushed to SFDC

-Greg