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Triggered campaign and contact information

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Triggered campaign and contact information

We are currently working on our first triggered drip campaign.  I was wondering if the following is possible:  when a person clicks on a specific link (or fills out a form), can I setup a triggered campaign that emails the sales rep that needs to contact them right away, that includes the person's contact information?  I don't want the sales rep to just receive an alert that someone clicked on a link.  They would need to know the person's email/phone number that clicked on the link so they could email/call them right away.  I'm trying to avoid the need of logging into Marketo every time this happens to pull a smart list of the people that clicked/filled out a form and send it to the sales rep.  Thanks!

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Re: Triggered campaign and contact information

Hey Jennifer,

Yes, you should be able to do that with an alert if you include tokens within the alert email. Here is an example of what the alert text would need to look like:

The following lead appears interested based on recent Marketing activity:

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

Job Title: {{lead.Job Title:default=}}

Company Name: {{company.Company Name:default=}}

Email: {{lead.Email Address:default=}}

Phone: {{lead.Phone Number:default=}}

Most Recent Marketing Activity: {{lead.Last Interesting Moment Desc:default=}}

Link to Lead in Salesforce: salesforce.com/{{lead.SFDC Id:default=}}

Hope this helps!

Thanks!

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Level 10 - Community Moderator

Re: Triggered campaign and contact information

Sure, why not? Include tokens in the alert email. This is pretty standard.

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Re: Triggered campaign and contact information

Hey Jennifer,

Yes, you should be able to do that with an alert if you include tokens within the alert email. Here is an example of what the alert text would need to look like:

The following lead appears interested based on recent Marketing activity:

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

Job Title: {{lead.Job Title:default=}}

Company Name: {{company.Company Name:default=}}

Email: {{lead.Email Address:default=}}

Phone: {{lead.Phone Number:default=}}

Most Recent Marketing Activity: {{lead.Last Interesting Moment Desc:default=}}

Link to Lead in Salesforce: salesforce.com/{{lead.SFDC Id:default=}}

Hope this helps!

Thanks!

View solution in original post

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Re: Triggered campaign and contact information

Hey Trevor -

Great, thank you.  This worked perfectly!  We have only used an alert email one time before this, so I was unaware this was possible.  This definitely makes life a lot easier