Automate email sends to Salesforce contacts

[Joseph_Long]

Hey everyone,

Wondering if there is a way to automate email sends to Salesforce contacts via Marketo? Trying to setup a campaign that will send an email to contacts on a Salesforce account based on date.

The workflow would be to send an email to all contacts on a Salesforce account record when a salesforce field is 3 months away.

I'm thinking a smart campaign can add contacts to a list and a trigger would be set on data value change.

Has anyone tried something like this? Happy to hear any potential solutions.

Cheers,

-Joseph

[Grégoire_Miche2]

Hi Joseph,

If the field mapping is done correctly and the Marketo user has the rights, it will detect any change in Account field values from SFDC. You will therefore be able to trigger or filter on these changes easily.

-Greg

[Joseph_Long]

Hi Grégoire,

Thanks for getting back to me.

If one is trying to curate a smart list so that various accounts receive an email 3 months before a certain date, what would that logic look like given Marketo's parameters for filtering/triggers?

Account 1: Send email 3 months before 3/31/17
Account 2: Send email 3 months before 4/30/17
Account 3: Send email 3 months before 5/31/17

Looks like a filter instead of a trigger may be the best solution? Similar to below:

Curious how others are doing something similar.

[Steven_Vanderb3]

You'd want to use filters combined with a regularly re-occurring batch campaign for that. 

[Joseph_Long]

Would that be two separate campaigns or one campaign using filters in the smart list?

[Joey_Forcelli1]

You can set this up as a single, reoccurring batch campaign. Simply define your criteria in the smart list and anyone that qualifies that day will be automatically sent the email as setup in the campaign flow.

JF

[Grégoire_Miche2 · Accepted solution]

Hi Joseph,

You can always have a campaign that selects all people whose date is within 3 months and run them in a flow than sends 3 emails with waits.

For this, you will need a filter Date "in future 3 months"

And you need to make that campaign to run every 1 day of the month;

You can make it a different day of the month, this all depends

You will also make sure that any lead cannot enter the campaign when it is already running through it:

With these settings, on January 1st, the SC will capture all persons which date is between jan 1st and March 31st, but on Feb 1st, it will only capture persons whose date is between April 1st and April 30th, the on March 1st, it will capture persons whose date is between May 1st and May 31st.

If the fact the first run capture 3 months is a problem, then you will need to create a separate "Next 2 months" smart list with the filter Date "in future 2 months" and in the smart campaign target, you will need to add a "member of smart list" NOT IN "Next 2 months".

Then, within the flow, you can send the 3 emails with waits between them.

-Greg

[Joseph_Long]

Thanks for the help everyone. This was extremely helpful.

[Grégoire_Miche2]

Hi Joseph,

You are welcome. PLs mark it as answered.

-Greg

[Itay_Billet4]

Hi Grégoire Michel, we tried to achieve something similar, but it didn't work. Do we need to enable anything?