Re: Welcome email to new leads

Anonymous
Not applicable

Welcome email to new leads

Hi everyone,

I am trying to set up an operation email (welcome email) to leads that just jump into Marketo / Salesforce. Would you help me find the right trigger for this campaign?

The flow is this:

1) New lead jumps from landing page that is created in Instapage to Salesforce.

2) In Salesforce the lead gets the attribute (T) Lead Source = x and is synced to Marketo as a new lead.

3) When this happens, I would ideally need to send a welcome email.

Does anybody know what the trigger should be?

Thank you for helping me. I am new to Marketo and am constantly learning new stuff.

Marek

Tags (1)
3 REPLIES 3
SanfordWhiteman
Level 10 - Community Moderator

Re: Welcome email to new leads

You can see the appropriate trigger by looking in such a lead's Activity Log.  (I'll let you learn it for yourself. )

When building triggers and filters based on activities, you should always start from the ActLog (including the ActLog Detail page, which you can see by clicking the Activity ID).

Anonymous
Not applicable

Re: Welcome email to new leads

I used the trigger Person created as it seems to be a good choice according to Activity log. I added a constraint: Person source.

I am currently testing. Thank you for helping me.

SanfordWhiteman
Level 10 - Community Moderator

Re: Welcome email to new leads

Exactly, nice job.