I'd like to ask for your advice. I would like to send out an automated email to all new contacts that are added to an existing account. We've created a new field on Sfdc to track those contacts and named it 'Send welcome email'.
I used this attribute in my Data Value Changes Trigger and added the new value to be 'true'. Note that there was no value before that. After reading some posts, I saw that it might be good to also include a trigger: Person is created. So I added that.
Unfortunately, the campaign is not triggering any email. Can someone share their learnings for this type of email?
Solved! Go to Solution.
Did you see the "Send welcome email" field update to TRUE in the test record's activity log in Marketo? If so, can you please ensure that the record is Marketable in-case this is a non-operational email?
Additionally, couple of items below:
IMO you should include following filters in your campaign's SL:
In the Person is created trigger, you wanna say source type = salesforce as you won't create new contact records from Marketo.
Post these changes, you can activate the smart campaign and create a new/update an existing contact record's Send welcome email field to TRUE.
I think you should also add a filter for Send welcome email = true, or else there is no criteria for the Person is Created filter.