Sales Alert based of program membership

ktnelson
Level 1

Sales Alert based of program membership

Is it possible to make a sales alert using the SP sales alert token for when someone becomes a member of a program and NOT from filling out a form? I want to make an alert with the new members info in it if possible.

3 REPLIES 3
SanfordWhiteman
Level 10 - Community Moderator

Re: Sales Alert based of program membership

Yes. The token has nothing directly to do with form fill data at all. It’s just like a snippet with {{lead.tokens}}.

ktronolone
Level 3

Re: Sales Alert based of program membership

Hi @ktnelson - are you not seeing the alert work because the leads aren't actually becoming members of the program? Here's a great link for program membership works.

 

If the leads are not filling out a form in the program, you might probably need to consider a smart campaign for changing the program status to member and then using a trigger smart campaign to sent the alert when the person's status changes to member. 

marypaine
Level 2

Re: Sales Alert based of program membership

Building on this, I would think you can just combine it all in the same Smart Campaign!

 

Change the Program Status and then send the Alert.

marypaine_0-1718117610439.png