Overview
A triggered campaign launches automatically when a specific action occurs. For example, you can use a triggered campaign to automatically send an email to a lead after she completes a form.
Triggered campaigns have at least one trigger in their Smart List. When the lead activates a trigger and passes through the other filters in the Smart List (if you have any), the lead will immediately proceed through the campaign's Flow.
In a Smart Campaign, the Smart List palette contains a separate folder with Triggers. These are the events you can use to activate your triggered campaigns.
Be careful when using multiple triggers. If you use two or more in a campaign, any single trigger can activate the campaign.
Email Triggers
Trigger Name Description
Clicks Link in Email
If someone clicks on a link in an email. This can be a specific link(s) or any link.
Email Bounces
If an email bounces from an address.
Email Bounces Soft
If an email bounces due to an auto‐reply, full mailbox, etc.
Email is Delivered
If an email is delivered to someone.
Opens Email
If someone opens an email.
Unsubscribes from Email
If someone opts out of email.
Salesforce Specific Triggers
Trigger Name Description
Activity is Logged
If an activity is logged in salesforce.This can include a logged call or task created.
Activity is Updated
If an activity that is already created is updated.
Added to Opportunity
If a contact is added to an opportunity.
Added to SFDC Campaign
If a lead/contact is added to a Salesforce campaign.
Clicks Link in Sales Email
If someone clicks a link in a sales email (an email sent through Sales Insight). This can be a specific link(s) or any link.
Is Sent Sales Email
If someone is sent a sales email (an email sent through Sales Insight).
Lead is Converted
If a lead is converted into a contact in Salesforce.
Lead is Deleted from SFDC
If a lead is deleted from Salesforce.
Lead is Synced to SFDC
If a lead is synced to Salesforce from Marketo.
Opens Sales Email
If someone opens a sales email (an email sent through Sales Insight).
Opportunity is Updated
If an opportunity is updated.
Owner Changes
If the owner of a record in Salesforce changes.This can be to a specific user or to any user.
Removed from Opportunity
If a contact is removed from an opportunity.
Removed from SFDC Campaign
If a lead/contact is removed from a Salesforce campaign.
Sales Email Bounces
If an email bounces from an address.
Sales Email is Received
If an email sent via Sales Insight was delivered.
Status is Changed in SFDC Campaign
If a lead/contact status changes within a Salesforce campaign.
General Triggers
Trigger Name Description
Added to List
If a lead/contact is added to a Marketo static list.
Campaign is Requested
If a contact/lead is sent into a Marketo campaign.
Clicks Link
If someone clicks on a link. This can be a specific link(s)or any link that is tracked.
Data Value Changes
If any data value on a record, includes all fields available for edit/update in Marketo and Salesforce is changed.
Fills Out Form
If someone fills out a form.
Has Interesting Moment
If someone has an interesting moment.
Lead is Created
If a Marketo lead is created.
Removed from List
If a lead/contact is removed from a Marketo static list.
Revenue Stage is Changed
If a revenue stage within a revenue cycle model is changed.
Score is Changed
If a lead score is changed.
Send Alert
If someone does something, send an email alert.
Visits Web Page
If someone clicks and visits a web page.This can be a specific page(s) or any web page.
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