I created an email blast with three emails spaced three days apart. What's the best way to prevent emails 2 or 3 from sending if they responded to the 1st or 2nd email and the activity is being documented in Salesforce? I tried testing by sending an email to a test contact from salesforce, then setting up the smart list as "was sent sales email / subject is any / date of activity on or after 10/19/2015 / sent by [my email address] and it affected 0 leads. Maybe my understanding of what a "sales email" is wrong?
Sales emails are only those sent from Marketo Sales Insight in Salesforce or through the Sales Insight plugin in Outlook/Gmail. All other emails sent from Marketo are not considered Sales Emails.
When you look at the lead record in Marketo for the contact you sent a test email to, are you seeing the Was Sent Sales Email activity?
This would be Was Sent Email or Not Was Sent Email.
But if you have a drip flow and it says
Send Email 1
Wait 2 days
Send Email 2
Wait 3 days
Send Email 3
You need to say something like If Lead Has Activity Within Past 2 days, then don't send Email 2....so it would actually be better to have a second listen campaign that says:
Activity Added [Constraints]
and Member of Campaign 1
and Not Was Sent Email 2 or 3 yet
then Remove from Campaign 1.
Thanks to you both. John, it turns out I totally misunderstood what "sales email" meant. Based on your response, Josh, I have it set up like this:
If Member of program = [program name]
Then Send email 1
wait 3 days
Send email 2
Wait 3 days
Send email 3
If Member of program [program name] and
Activity was logged / subject is not empty / date of activity on or after 10/19/15 and
Not was sent email 2 or
Not was sent email 3
Then Remove from Flow - Campaign is Campaign 1
Hey Josh, I've spent almost 2 hours testing this morning and still cannot get it to work. I am trying to stop sending emails 2 or 3 if the owner changes. I can't figure out what I am doing wrong and about to tear my hair out. I have:
Trigger: Owner Changes
Owner name is: [new owner]
Old ower is: [old owner]
Date of activity: in past 2 days
1 - Member of SFDC Campaign
Lead in [campaign name]
2 - Not was sent email
Email is [email 2]
3 - Not was sent email
Email is [email 3]