Manage alerts using smart/trigger campaigns

[Anonymous]

Hi there,

We have our own custom score calculation, every day our custom score field will be altered and an internal notification will be triggered to sales, I set up the program. What's really challenging is How do I trigger only one alert based on two different people scores. So that one alert knows the other one is triggered hence the next alert is not sent.

See the below example,

Person A - Score(-200) - Score is nearing 0 (-200)

Person B - Score 0 - Score is Zero

We currently have two alerts, Alert-1 - Person A score is nearing Zero and Person B - Score is Zero

Currently both the alerts are triggered, one doesn't know another one is triggered. Ideally if a person reached a score of Zero we don’t want to be notified by Alert-1 (Person A score is nearing Zero). If there is no records with score Zero and a record with Score -200 we need only Alert-1.

Person Name and Score	Period	Alert
Person - A Score is -200 (Lesser than 0)	Day - 1	Alert - 1 Score is nearing 0
Person - A Score is -200 (Lesser than 0) Person - B Score is 0	Day - 2	Alert - 2 (We have a record with score 0, don't send the alert 1)

Any idea how do we handle this in Marketo?

[Emily_Hesley]

Could you set them up as a reoccuring batch campaign instead of a trigger?  Then you could schedule the one to send after the other and add the filter "not a member of XYZ campaign".

[Anonymous]

I'm afraid this - not a member of XYZ campaign - will not filter the previous alert. please refer the below example.

Person A - Score 0

Person B - Score -200

Batch campaign 1 - Filter (Score is 0) - Person A is filtered - Alert sent to Sales

Batch campaign 2 - Filter (Score is -200 and Not a member of Batch campaign 1) - Person B is filtered - Alert sent to Sales

As per your suggestion this is how alert will be triggered, but I want only one alert per day to the sales team (Max score).

[Emily_Hesley]

Sorry, I missed that part.  If you're setting up a smartlist, can you just send a subscription report out?  I'm probably missing something else if you haven't already thought of this though

[SanfordWhiteman]

These are different leads. They can't be filtered against each other in this way.

[Grace_Brebner3]

Hey Santhosh,

Just to clarify, when you say "two different people scores", are you talking about the different scores of two different people, or about the different values in two different score fields for one person?

I'm interpreting this as the latter.

Sequence of events and frequency of alert is probably the trick here as the few ways I'm thinking you could set this up would be looking at those factors.

The simplest solution that immediately comes to my mind is to create a single smart campaign that can be triggered off both events, where the flow includes a wait step and then a validation to check whether the score has now become zero, sending alert two if true and alert one if false. I would then put a restriction on that smart campaign to allow a person to only run through it once a day (or more/less frequently depending on what best suits you). This would help you control the frequency of alerts going out, and give you some opportunity to check whether the score does become zero before committing to sending alert one.

Hope that helps.

[Anonymous]

Hi Grace,

Thanks I appreciate your reply it does helps, I should have been more specific in my case I have a single score field allocated to different persons.

To put it in a simple words If Rafa and Roger finishes a score of -200 and 0 on a single run, I want to send only one Alert to sales specifying Roger has better score than Rafa. If you see my above example I mentioned as Person A and Person B. Agree alerts/sequence of alerts and triggers are tricky just trying to crack this one, actually it opens to lot of other unknown territory.

[SanfordWhiteman]

What is the relationship between these persons... how could I know from looking at Roger that he is competing with Rafa for the AM's attention?

[Anonymous]

Assume they are both from same state (NSW) or shares the same Sales Manager.

[SanfordWhiteman]

OK, that's a very different scenario from trying to have the same lead trip only one trigger campaign.

In Marketo, leads run through trigger campaigns independently, in the context of only that lead. They have no built-in communication/coordination with each other.

The only way to do what you describe in Marketo is to use a webhook to coordinate across triggers. This would allow you to see Another person with Account Manager = 'Sandy' recently set off an alert, don't send another alert right now.

This is in essence the same thing we do when limiting webinar registrations to one registrant per company/domain (others from the same company get an alert saying they may attend under Joe Registrant's invite). But it can't be done with Marketo alone, you have to integrate a webhook-based counter.

[Anonymous]

Yes exactly - leads run through trigger campaigns independently, hence one score/alert doesn't know another ones value/triggered. Probably a simple Mathematical function will do (Max, Min).

Create one of a smart list to get the Max/Min score from the database, thoughts?

[SanfordWhiteman]

What're you going to do with the Smart (or Static) List? Exporting to Excel and counting occurrences before reimporting puts you way out of the realm of triggered events.

[Anonymous]

After over night score calculation, set up a simple batch campaign define a smart list which gives Maximum score from the database and in the flow step use send alert.

[SanfordWhiteman]

You still aren't explaining how you're going to extract a single lead from a batch based on on aggregate calculation. There's no such filter as "max(field) from members".

[Anonymous]

Yes that's my problem, I can't extract a single lead based on score as there is no direct Max/Min filter available in Marketo, by saying that Is there anyother way to find/filer out? The reason I mentioned Max/Min is the simple solution for the problem, but not sure this is achievable.

[SanfordWhiteman]

The reason I mentioned Max/Min is the simple solution for the problem

Well, it's not "simple," because it is impossible.

You're speaking more of a theoretical, while I'm looking at how to achieve your goals with the tools at hand -- which means using a webhook to maintain a counter across leads.

[Anonymous]

Thanks, I will make note of your webhooks proposal and think about how to implement this. I just want to ensure I'm not missing out any straightforward solution we can achieve the above functionality using Marketo.

[SanfordWhiteman]

Nope, cross-lead coordination like this requires a webhook.