Add Person activity to email alert

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Add Person activity to email alert

I would like to be able to share a Person's activity directly in an email alert.

The set would include:

Inserting a token to include a simple listing of the most recent activity attributed to the Person, like the Person's Activity Log

Adding this feature would enable users to view activity logs directly via email and save them logging into Marketo or CRM to find this information.

And even better, if they are using a user who isn't active on Marketo or CRM, they have unfiltered access too!

15 Comments
Kate_Goldsmith
Level 3 - Champion Alumni

@SanfordWhiteman - we pull tokens through to Slack alerts via webhook, I've tried adding the IM history & web history tokens to our slack alerts but it doesn't seem to recognise it and doesn't pull any info through... presume this is because it is a custom  "My Token" defined within a program rather than a system-level token? Any work-arounds to get this to feed through to slack?

SanfordWhiteman
Level 10 - Community Moderator

There's no reason a {{my.token}} won't be sent with a webhook, as long as the Call Webhook step is inside/inherits from the place the {{my.token}} is defined.

 

is it really a {{my.token}} though? A person-specific history field would be a {{lead.token}} (which also will be sent in a webhook).

Kate_Goldsmith
Level 3 - Champion Alumni

@SanfordWhiteman true but if I used the {{lead.token}} wouldn't I be faced with the same issue of a long list of every single action recorded instead of the most recent N values?

I guess I wanted to use the {{my.token}} as it is an appending log with line breaks.... 

SanfordWhiteman
Level 10 - Community Moderator

Is it a Velocity {{my.token}}? I don't understand any other way that what you're saying could be true -- that the {{my.token}} reflects lead-level values.

kh-lschutte
Community Manager
Status changed to: Open Ideas