Sending Email Alerts to Account Owner and Assigned SDR

[Elise_Stieren]

Hell Marketo!

In the account record in our SFDC instance, we have two fields "Account Owner" and "Assigned SDR" whose values are exactly what they indicate, the sales rep/account owner and the SDR assigned to that account. I want to set up a smart campaign where the Account Owner and Assigned SDR are alerted when a contact attached to the account takes an action or engages with marketing programs (like registered for event, filled out form, downloaded content etc).

Has anyone ever tried to do this? I tried this as a flow step in my test and it was not working. 

Any insight, anyone?

 

[SanfordWhiteman]

What exactly you are seeing in the Activity Log? As long it's a trigger campaign, this looks like it should work. And of course the {{company.Assigned SDR}} value needs to be an email address.

[Elise_Stieren]

The value for "Assigned SDR" is a SFDC User, not certain it maps to their email. 

And yes it's a trigger program, and agree it looks like it should work. 

[SanfordWhiteman]

The value has to be an email address. You should be able to check this easily in the Marketo UI.

[Elise_Stieren]

How do I check this with the UI? Apologies if it's obvious.

[SanfordWhiteman · Accepted solution]

For example, add the token to an email and preview the email in the context of a lead.