Send an automated email to a specific opportunity after an opportunity is closed won

[Shailendra_Dube]

I need to do following

Send an automated email to customer from opportunity owner after 2 weeks of close date

Create task in Salesforce for opportunity owner to call customer after 4 weeks of close date

Now till now i have done following

Created smart list with filter

• Is Customer = True
• Has Opportunity 😆 Has Opportunity = True | Stage = Closed Won | Type = New Business

Is above steps are correct?

Now in email what I have to added in From Address & Reply-to.

Can anyone help me give direction on this.

[Nicholas_Hajdin]

Hi Shailendra,

Have you built a lead lifecycle model? I recommend researching the Community on best practice setup if you haven't.

If you want the message to be automated, you need to be using triggers as opposed to filters. If you have a proper lead lifecycle model built, you would use the following smart lists and flow steps.

Smart List: Trigger - Data Value Changed: Person Attribute Person Status - new value is Closed Won.

Flow Steps

1. Wait 2 weeks
2. Send Email
3. Wait 2 weeks
4. Create Task

[Shailendra_Dube]

Hi @Nick Hajdin,

Thanks for your suggestions. Yes we have lead lifecycle model implemented.

We have Lead Lifecycle for customer with Smart List :- Data Value Changes | Attribute : SFDC Type | New Value:is | Customer

So as per your suggestion i have added following trigger in Smart List

Data value Changes | Attribute:Is Customer | New Value True

Now in email what I have to add in From Address & Reply-to.

[Nicholas_Hajdin]

SFDC Type and Person Status are different when it comes to Lead Lifecycle Model. Typically, you are using the Person Status field in Marketo and syncing this field to SFDC. I would test to make sure the data value changes and opportunity filters you have setup as your smart list criteria will fire as you expect - you can change or remove the wait steps for testing purposes.

What is your question around From Address & Reply-to? Do you want the sales owner information to populate? If so use the token - {{lead.Sales Owner Email Address}}.

[Shailendra_Dube]

What is your question around From Address & Reply-to? Do you want the sales owner information to populate? If so use the token - {{lead.Sales Owner Email Address}}.

We need to send email to Customer from Opportunity Owner

[Nicholas_Hajdin]

Is the Opportunity Owner the same as the Lead/Contact Owner? Or the Account Owner? See available options in Marketo Product Docs: SFDC Sync: Lead/Account Owner Sync - Marketo Docs - Product Documentation

[Shailendra_Dube]

Yes  Opportunity Owner is same as Lead/Contact Owner

[Nicholas_Hajdin]

Great - then sounds like you have the information you need. Please mark this question answered.

[Shailendra_Dube]

Another issue i am facing in email is i am not able to find token for Opportunity Owner email & Customer Email

[Nicholas_Hajdin]

You have said that Opportunity and Lead/Contact Owner are one and the same, so you will use the token I shared. Please review the Marketo Product Docs url shared as well. As for customer email, are you referring to the lead's email address? Review Marketo's Product Docs on tokens. Tokens Overview - Marketo Docs - Product Documentation

[Shailendra_Dube]

As for customer email, are you referring to the lead's email address? Review Marketo's Product Docs on tokens. Tokens Overview - Marketo Docs - Product Documentation

We have Primary Contact Email Id field in SFDC Contact, so in Opportunity if there are more than one contacts one contact will be marked as Primary

[SanfordWhiteman · Accepted solution]

You can't use an Opportunity field as the recipient of an email.