Re: Capturing what emails people have clicked on in a SFDC task for reps

Anonymous
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Capturing what emails people have clicked on in a SFDC task for reps

Hi there,

We currently run a nurturing campaign broken down into 4 streams. Each stream consists of 4 emails that goes out every other week. We have specific trigger campaigns set up to pause you from nurture if you take specific actions. Examples include, if any record is added to an opportunity, if anyone fills out a contact us/demo form, or if you click on a minimum of 3 links (ungated that brings you directly to our asset) within our nurture emails. When someone clicks on at least 3 links, we send a SFDC task to our Marketing BDRs for them to follow up on. They have provided feedback that they would like to see what 3 clicks (the assets) people are clicking on within their tasks.

Is there a clean way to do this? Or is there an alternative solution that I'm not thinking of?

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Anonymous
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Re: Capturing what emails people have clicked on in a SFDC task for reps

I would record each click as a unique Interesting Moment "Clicked Link A on Email A" etc and then each rep can see the full history in Sales Insight
Anonymous
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Re: Capturing what emails people have clicked on in a SFDC task for reps

Thanks, Grant.

That was my initial thought as well. I would love to do that as I am working on improving our use of Sales Insight, but I would also love to have it present within the task if possible. Any thoughts around that idea?

Anonymous
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Re: Capturing what emails people have clicked on in a SFDC task for reps

There's a few ways I can think of to do this, both are somewhat imperfect but will get you started: 

1) Create a custom field on the lead record called "Last Asset Clicked". When the link is clicked, have your trigger campaign use tokens for interesting moments to populate that field with data on your click. 

You could extend this to three fields (e.g., "Last Asset Clicked 1," "Last Asset Clicked 2," etc. Challenge here is identifying which field is the oldest and should be over-written. More on that below. 

2) Have a single field and use concatenation to add the click history. E.g., 

Change Data Value: Asset Click History = {{lead.Last Asset Clicked}}, {{lead.Asset Click History}}

Challenge here is the field will get quite long as it accumulates all the clicks EVER. 

In both cases you would just use the token for the fields you've populated with your click history into the description of the task you're creating. 

If I was implementing this and showing exactly the last three clicks was a firm requirement, I would probably use the three-fields method (point 1 above) and try getting creative with a score field to track clicks, synch that to Salesforce, use a Salesforce trigger to do a modulus on the score to create a remainder of 1, 2, or 3 in a new field, and use that number to determine which field to over-write. 

But that's a significant amount of work for something like this. Maybe just showing the last click could suffice for your team.