Best Practice for Sales Alert on Email Send

[Spencer_Philli1]

Hi Community,

I am wondering how people are alerting there sales team when an email goes out for an event, or any other live event invite. My sales team wants to know when we send invites out so they can follow up with their key prospects.

Most obvious would be to create an alert using the "send alert" flow step or just add the sale person to the campaign so they are on the invite. I'm curious to hear what others are doing or if there are other ways to alert sales.

Thanks,

[Josh_Hill13]

Send Alert will send an Alert for EACH lead that flows through, which will flood your sales team.

Having good sales-marketing alignment and schedules is probably the best method.

You can add Sales to a seedlist as well.

[Spencer_Philli1]

Thank you, Josh. Going the seed list route!

[Dan_Stevens_]

I gave a presentation at Summit on this exact topic:

Strengthening Sales & Marketing Alignment: Developing Real-Time Alerts with Rich, Actionable Insight...​

[Spencer_Philli1]

Thanks for sharing your presentation Dan. Tokens are our friends.