We have different smart campaigns set up to notify our sales teams when someone fills out a form on our website. The way we have them set up currently is working fairly well, for the most part. There have just been some occasions where the lead hasn't finished syncing to SFDC yet, and it sends out the notification to "API User" instead of the Sales Owner with a Lead Owner of "Marketo Sync". We want to avoid that from happening. I was hoping someone might have some insight as to how to account for that and only send out the alert after it's done syncing to SFDC and been assigned to a rep, other than just adding more time in the wait steps? Also, if you have any suggestions on how we can improve ours based on best practices, please let me know. There is always room for improvement. See screenshots below for an example of one of our notification smart campaigns:
Smart List Tab:
Thank you in advance for any advice or suggestions you may have to solve for this!
You can trigger on Owner Changes.
Do not use a Wait Step for things like this.
Are you talking about on the smart list tab or the flow tab? We do currently have 1-2 of them set up with the trigger of "Owner Changes" on the smart list tab. However, this has caused issues in the past when reps leave one of our companies or they have gone from one of our portfolio companies to another. For instance, we had a rep go from Company X to Company Y, and because we were not notified right away of the change, he wasn't getting the email notifications until we were told a few days later and then we added him into the trigger. I just didn't think that was a long term solution because it has to get updated any time a new rep joins or leaves one of our portfolio companies. See screenshot below for how we have that one set up:
So would this work then, instead of putting in all the sales reps names for each respective company/smart campaign?
Ok great, thank you. I will try that out and test it and see how it works.