I'm trying to create alerts for our sales reps that will create a follow-up task when an anonymous user visits a webpage. What do I need to enter in the flow to show the information that was captured from that anonymous user such as IP, etc. in the subject or description field?
Right now I have entered what is on the attached screen shot for known leads but am not sure of the tokens to use for information contained in the anonymous lead such as Company name and IP address.
I know I can use this code to have a link to the lead. {{SP_Send_Alert_Info:default=edit me}}
Does anyone know if the same can be done to connect the IP to the information of number of visits etc like you get when you receive the web visit reports?
Carol - can you tell me how to get the IP address to be a clickable link like we were able to do with reports? By clicking the IP in reports, we could see how many times they visited the page etc. I'm trying to get the same data into the alert.
I was using the daily Web Reports and they were not working properly. I have a ticket open because the alerts work in the flow but reports with the same flow did not work.
Sherry, you can also set a daily Web activity report and schedule it to be sent to your sales reps. This report will include their amount of pages they visited and their inferred details. you can set multiple reports with different filters (anonymous / known / region / industry etc...). go to Analytics -> New -> Company Web Activity Report and define any smart list that you need.
I'm not sure the reasoning behind the random sample, but if I needed to make sure that I'm only sending an alert for 25% of the population, anonymous or known, then I would try this:
If random sample = 75, remove from flow "this campaign". Default do nothing. If anonymous is True, send alert. Default do nothing. If anonymous is False, create task. Default do nothing.
Do some testing and see if that works out. You can also create another campaign as you suggested--up to you!
I use Salesforce as my CRM, and creating a task will create a task in SFDC for my rep to followup on that individual. However, in order for the person to be in SFDC, they need a last name and company name. In the case that you're sending alerts for anonymous leads, the leads will probably not be in SFDC.
Sending an alert is just like sending an email, but typically you only send the alert to someone internally.
I usually get to the tokens by opening an email, dragging the token icon into the email (looks like a chalkboard with squiggly lines), and typing the field I'm looking for.
I would also use the send alert flow step instead of the create task one if you're sending alerts for anonymous records.
So the alerts came in and they were blank. 😞 I'm thinking it has something to do with the token....I just don't know the token code to make it so that anonymous information shows in the alert.
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