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Put Sales Insight summary in MQL Alert emails

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Put Sales Insight summary in MQL Alert emails

I have very nice MQL alerts that allow our reps to click through directly to the Lead/Contact record in MS Dynamics, and view the Sales Insight window.

That said, I have been tasked with adding Sales Insight info (Interesting Moments, Emails, Scoring) directly to the MQL Alert.

Is it possible to add a Sales Insight summary (or the whole batch of info) to the MQL Alerts? If not, how much info can I add? The most recent Interesting Moment will be "Lead reached MQL," so it won't be helpful to add that!

Thanks for any help!

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Level 10 - Champion Alumni

Re: Put Sales Insight summary in MQL Alert emails

I think what Shannon's asking for are data values that aren't available as tokens.  For example, Interesting Moments.  Unless you have proxy fields to store these, there's no way to grab a list of say the last 10 interesting moments for this lead.  Same goes for the scoring progression detail, as well as all of the recent web/email activity.  Basically the majority of the data that's contained within MSI cannot be included in an alert using tokens.

Here's an example of our existing Sales alerts:

pastedImage_0.png

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Re: Put Sales Insight summary in MQL Alert emails

Hi Shannon, you can create an alert email which has as many tokens as you want --- so the only limitation to what you're able to put into that email is the data that you collect on your records in fields.

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Re: Put Sales Insight summary in MQL Alert emails

Exactly. So what you can do is just bring in the tokens and make sure you type in the field name first:

Ex.

First Name - {{lead.First Name:default=}}

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Level 10 - Champion Alumni

Re: Put Sales Insight summary in MQL Alert emails

I think what Shannon's asking for are data values that aren't available as tokens.  For example, Interesting Moments.  Unless you have proxy fields to store these, there's no way to grab a list of say the last 10 interesting moments for this lead.  Same goes for the scoring progression detail, as well as all of the recent web/email activity.  Basically the majority of the data that's contained within MSI cannot be included in an alert using tokens.

Here's an example of our existing Sales alerts:

pastedImage_0.png

View solution in original post

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Re: Put Sales Insight summary in MQL Alert emails

Thanks a lot, Dan. I have a similar MQL email, and based on what people said above, I tried adding in the Last Interesting Moment token, etc., but that failed! Thanks for confirming.

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Level 10 - Champion Alumni

Re: Put Sales Insight summary in MQL Alert emails

Shannon - just to further clarify, you can include the following tokens - based on these systems fields - in your alerts (unfortunately, it's only limited to the last one):

pastedImage_0.png

Which is what we're using here:

Most recent activity (Interesting Moment):

{{lead.Last Interesting Moment Date}}: {{lead.Last Interesting Moment Desc}}