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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