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Sales alert with interesting moment or campaign information

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Sales alert with interesting moment or campaign information

First let me explain the background. The sales team is not the best when it comes to SFDC or any technology. They are ok when it comes to Email. I want to know if it is possible to add the last x interesting moments, or the last x campaigns the individual was a part of and any recommendations that you may have to make this goal work.

If the answer involves scripting in velocity please shoot the answer with a link, so that I can better be able to adapt and make it work.

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Level 10 - Champion Alumni

Re: Sales alert with interesting moment or campaign information

12 REPLIES 12
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Level 10 - Champion Alumni

Re: Sales alert with interesting moment or campaign information

Our alerts are packed with information - including what's normally included in MSI, when viewed in CRM.  We have dedicated history fields for both Interesting Moments and Web activity:

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Re: Sales alert with interesting moment or campaign information

Good to know that it is possible. Do you know how that type of setup was implemented?

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Level 10 - Champion Alumni

Re: Sales alert with interesting moment or campaign information

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Re: Sales alert with interesting moment or campaign information

Thanks I will review them.

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Level 7 - Champion Alumni

Re: Sales alert with interesting moment or campaign information

I love the warning to not include the alert to the client in lead followup. If I had a dollar for every sales rep that has done that.... *cries*

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Re: Sales alert with interesting moment or campaign information

That would be awkward for the client... This email for now is only going to me the VP and the Director of marketing, so I think we are safe. But I should include a line about not sharing this data with clients.

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Level 7 - Champion Alumni

Re: Sales alert with interesting moment or campaign information

Yeah it'll happen sometime, trust me.

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Level 5

Re: Sales alert with interesting moment or campaign information

Hi Eric,


Using Trigger Tokens you can access some the data you are after but it will only be for the current trigger that made the campaign run (think webform fillout, page visit etc). 

https://docs.marketo.com/display/public/DOCS/Tokens+Overview#TokensOverview-TriggerTokens

Other tokens that may be of use:

System Tokens

Program Tokens

Campaign Tokens

For past events, you could use a smart campaign to copy the data to a custom field for a rolling history of sorts, but may not be recommended based on the scale / scope and data needs.

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Level 10 - Champion Alumni

Re: Sales alert with interesting moment or campaign information

Yep - trigger tokens are shown in the example I included here: