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How to mark sensitive Sales leads from receiving marketing emails?

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Danielle_Wong
Level 6

How to mark sensitive Sales leads from receiving marketing emails?

How does your organization manage those sensitive sales leads that we still want to email operational email, but not marketing emails for a specified amount of time? Like say we are negotiating with them on a contract and don't want a marketing email to sway them to reject it for some reason.

Is it as simple as just creating a checkbox for this? Or is there something already built in for situations like this? Thanks!

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Steven_Vanderb3
Marketo Employee

Re: How to mark sensitive Sales leads from receiving marketing emails?

You would want to change to Marketing Suspended = true.  That will block all non-operational emails.

Understanding Unsubscribe - Marketo Docs - Product Documentation

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Steven_Vanderb3
Marketo Employee

Re: How to mark sensitive Sales leads from receiving marketing emails?

You would want to change to Marketing Suspended = true.  That will block all non-operational emails.

Understanding Unsubscribe - Marketo Docs - Product Documentation

View solution in original post

Danielle_Wong
Level 6

Re: How to mark sensitive Sales leads from receiving marketing emails?

Thank you for the information and for linking me to this documentation.

Re: How to mark sensitive Sales leads from receiving marketing emails?

Hi Danielle,

it can be as easy as just creating a checkbox or you can also make a list/smart list and put/push them on it. There are many ways to achieve that, depending also on a how you track parameters that define a contact as "don't sent them emails", so you can automate the processes as much as possible.

best;m

Danielle_Wong
Level 6

Re: How to mark sensitive Sales leads from receiving marketing emails?

Thank you!!

Yeah, I will make a smart campaign of some sort to automate the processes. I just have to give it some thought as to how the account owners will trigger it from SFDC.

ChristinaZuniga
Level 9 - Champion

Re: How to mark sensitive Sales leads from receiving marketing emails?

I have a checkbox called "Marketing Suspend 3 months". Individuals can go to my subscription center and choose to temporarily opt out of emails for 3 months. The sales person can go and check this in Salesforce if they don't want their prospects to get emails for a while.

Danielle_Wong
Level 6

Re: How to mark sensitive Sales leads from receiving marketing emails?

This would be ideal for us to do. Thank you for sharing your process!! Super helpful