Hi Runjini,
I am needing to set up the same alert - I only need to send the alert to the lead owner (not myself). Were you able to come up with a solution?
Thanks!
Hi Ande,
I have to admit this is from so long ago that I ended up not creating this particular campaign! I do think I got this to work; I've set up several alert campaigns since (for hard bounces, soft bounces, unsubscribes, and form fills), and ended up creating notification emails that brought in various lead tokens. Once I created my first email template, I copied and re-used for the different alert notifications.
You should have flexibility for the Send Alert; if you select the Lead Owner in the "Send To:" field and simply leave "To Other Emails:" blank, it should work.
In the end, I think this solution was a lot easier for me than I realized. It's hard to find documentation/case uses like this in the training sometimes, but it ended up being relatively straightforward. If I can add anything else, let me know. Hope this wasn't too confusing.
Hi Ande,
In that case, just use like
Do not enter any info in 'To Other Emails' area.
Hope this helps
Rajesh
Hi Runjini,
The 'Email' in the 'Send Alert' flow action is the 'Alert email' you want to get when soft bounce happens.
That's where you will create a new email document like 'Alert message to Runjini' and add all the details you need on that alert there.
In other words, there is no 'canned' alert message format in Marketo. You get to define what that alert message will say in that email.
Does it makes sense?
Hope this helps
Rajesh
Yes, I ended up figuring it out on my own. Thanks though!