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Re: Triggers for Open Email vs Open Sales Email

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Jeremy_Bosch2
Level 2

Triggers for Open Email vs Open Sales Email

I'm designing a lead cycle data management campaign in Marketo to define a Marketing Qualified Lead.  Our internal definition is that anyone who opens or clicks an email.  Do I need to setup up seperate triggers for opening a Marketo Email and opening a Sales Email/Clicking a Marketo Email and Clicking a Sales Email, or will the standard click any link in email and opens any email triggers capture everything? 
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Josh_Hill13
Level 10 - Champion Alumni

Re: Triggers for Open Email vs Open Sales Email

You can createa  trigger that says

Opens Email IS ANY
Opens Sales Email IS ANY
Clicks Link in Sales Email
Clicks Link in Email IS ANY, Link NOT CONTAINS "unsubscribe"

Sync Lead to SFDC

Keep in mind that triggers are always OR between them, so you do need all four triggers in the smart list.

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Josh_Hill13
Level 10 - Champion Alumni

Re: Triggers for Open Email vs Open Sales Email

You can createa  trigger that says

Opens Email IS ANY
Opens Sales Email IS ANY
Clicks Link in Sales Email
Clicks Link in Email IS ANY, Link NOT CONTAINS "unsubscribe"

Sync Lead to SFDC

Keep in mind that triggers are always OR between them, so you do need all four triggers in the smart list.
Anonymous
Not applicable

Re: Triggers for Open Email vs Open Sales Email

Josh is right. You need separate filters for normal emails and emails sent via Sales Insight.

Tara_Petre
Level 5 - Champion Alumni

Re: Triggers for Open Email vs Open Sales Email

Hi Jeremy, 

The opens email/clicks link in email triggers do not capture leads who take these actions via a sales email.  If you would like to trigger leads who open or click a sales email you will need to add those triggers.

Best,
Tara