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Emailing an acount with multiple contacts?

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Anonymous
Not applicable

Emailing an acount with multiple contacts?

If I have a smart campaign that sends a triggered email, and an SFDC account that triggers this email has more than one contact, who gets the email? All contacts in the account or just the primary contact? What if there is no one designated as the primary contact? Thanks!

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Anonymous
Not applicable

Re: Emailing an acount with multiple contacts?

Hi Chris,

The "opportunity is updated" will only fire for those contacts attached to the opportunity in Salesforce.  If you have no contacts attached to the opportunity (contact roles), then nothing will happen.

A good test would be to close won an opportunity yourself and then set up a smart list to see if you can find this and what data it produces.

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John_Clark1
Level 10

Re: Emailing an acount with multiple contacts?

Hi Chris,

What trigger are you using?  For the most part smart campaigns are focused on Leads and Contacts only, but if you're triggering off of an Account field, then it should qualify all Contacts associated with that account.

John

Anonymous
Not applicable

Re: Emailing an acount with multiple contacts?

I'm using the "opportunity is updated" trigger to email customers when an opportunity is won. 

Anonymous
Not applicable

Re: Emailing an acount with multiple contacts?

Hi Chris,

The "opportunity is updated" will only fire for those contacts attached to the opportunity in Salesforce.  If you have no contacts attached to the opportunity (contact roles), then nothing will happen.

A good test would be to close won an opportunity yourself and then set up a smart list to see if you can find this and what data it produces.

View solution in original post

Jeff_Smith3
Level 6

Re: Emailing an acount with multiple contacts?

Hi Chris,

So, it's the opportunity update that is triggering the email, not an account field update that's triggering the email. The trigger will send the email to all contacts associated with the SFDC object you are looking to. If you want to send to all contacts associated to an account, and not just that specific opp under the account, then you need a trigger that will listen for an account change.