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Re: Send alert once

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Anonymous
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Send alert once

Hi All,

Is there any way to set up an alert once. The idea here is that leads sign up for a seminar and then 1 day before the event an alert is sent to a sales person instructing them to download the attendee list from Marketo. Presently based upon my understanding he receives an alert for every lead.

Thanks in advance.

Matt

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Accepted Solutions
Anonymous
Not applicable

Re: Send alert once

Hi All,

I have came up with a solution which I through I would share in case anyone wants to achieve the same functionality.

1. The sales person must register to the event so they become a member

2. Create the following smart program

Filters

- Program status changed > Registered

-Email address contains > @yourdomain

Flow

-Wait with Date Token minus 1 days

-Send alert

3. Create a smart campaign to remove after event

Filters

Program status is changed

Member of program true

Email address contains @yourdomain

Flow

-Wait with Date Token after 1 days

-change program status > not in program

Thanks

Matt

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6 REPLIES 6
Anonymous
Not applicable

Re: Send alert once

Hi Matthew,

Instead of an 'alert', you might be able to use 'smart list subscription' functionality to enable this business case.

In Marketo, create a smart list holding all the attendees. And create a smart list subscription for the email address of the sales rep 1 day after the seminar. So he/she will get an email which will 'remind' and also present link to download the attendees.

Rajesh

Anonymous
Not applicable

Re: Send alert once

Hi Rajesh,

Thanks for the reply, unfortunately I dont think this will work as there is no option to schedule the subscription once.

I wish there was a way to trick the system so that the alert was prevented from sending multiple times.

Thanks

Anonymous
Not applicable

Re: Send alert once

Hi All,

I have came up with a solution which I through I would share in case anyone wants to achieve the same functionality.

1. The sales person must register to the event so they become a member

2. Create the following smart program

Filters

- Program status changed > Registered

-Email address contains > @yourdomain

Flow

-Wait with Date Token minus 1 days

-Send alert

3. Create a smart campaign to remove after event

Filters

Program status is changed

Member of program true

Email address contains @yourdomain

Flow

-Wait with Date Token after 1 days

-change program status > not in program

Thanks

Matt

Anonymous
Not applicable

Re: Send alert once

Nice one!

Alex_Stanton1
Level 9 - Champion Alumni

Re: Send alert once

If you are using Salesforce, you could connect the program with an SFDC campaign and then created a task connected to the campaign for the rep

Anonymous
Not applicable

Re: Send alert once

I should be so lucky