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Marketo Sales Insight - Can we set up Alert Emails with MSI?

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Marketo Sales Insight - Can we set up Alert Emails with MSI?

Hi! For one of our email campaigns, we set up a smart campaign that sends the sales team an alert email when a lead clicks on a link in the email. Since setting these up are somewhat manual for us, we were wondering if Marketo Sales Insight is a better alternative for sending alert emails to sales. 

Few questions about MSI:

1) What happens when someone is put on a watch list? Can we add multiple people at a time to a watch list?

2) Can sales get an alert email for activities from MSI? and for which activities? 

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Re: Marketo Sales Insight - Can we set up Alert Emails with MSI?

Hi Andy, I appreciate your detailed response! Can you please show me where to find the Subscribe button to subscribe to interesting moments?

Thank you

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Marketo Employee

Re: Marketo Sales Insight - Can we set up Alert Emails with MSI?

Hi Stephany, 

Setting smart campaigns can be a great way to notify sales reps of engagement. However, if you want to put some of this power into the sellers hands, MSI is a great solution for this. I have added some screens below from MSI. 

1. When a seller adds a lead/contact to their watchlist then they will be added to the My Watch List tab. This gives reps a view where they can closely track changes in engagement in their hottest or most important leads. 

pastedImage_2.jpg

2. If sellers also want to be notified via email they can use the subscribe button to subscribe to interesting moments for a specific lead/contact, an interesting moment type, or interesting moment description. pastedImage_3.jpg

Let me know if you have any additional questions!

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Re: Marketo Sales Insight - Can we set up Alert Emails with MSI?

Hi Andy, I appreciate your detailed response! Can you please show me where to find the Subscribe button to subscribe to interesting moments?

Thank you

View solution in original post

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Marketo Employee

Re: Marketo Sales Insight - Can we set up Alert Emails with MSI?

You can find it in the MSI visualforce page on leads, contacts, and opportunities. pastedImage_1.jpg

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Level 1

Re: Marketo Sales Insight - Can we set up Alert Emails with MSI?

Do you have to have another plug in to see all these fields? 

Mine only shows interesting moments, web activity, score, and email.

Also, where can I view my watch list after adding a user to it?

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