4 Replies Latest reply on Jan 5, 2015 6:19 PM by 826341c70560beacd6db6cd9e4bcb38bbf1d36a7

    Recent lead activity in an alert email?

      Hey all,

      As part of a notification about a change in a lead's lifecycle stage (say, going to MQL), I'm sending out alerts to the lead owner and a few other interested parties.  An ask on these is that I provide, say, the last 5 activities (could be interesting moments or activity) as part of the email.  I see how I can include the last activity, but I can't see any way to show more than just the last.

      Any way to get that done?

      Thanks,

      Damian
        • Re: Recent lead activity in an alert email?
          Josh Hill
          They should be able to see that by visiting the lead in SFDC and looking at the Interesting Moments tab.

          Honestly, my preference is to get them to click on the lead link and view the whole record. If they want some reasons to consider clicking, the contact info and last actions should suffice in most cases.

          I think there was a thread on this concept earlier if you do a search.
          • Re: Recent lead activity in an alert email?
            Amy Lepre
            Hi Damian,

            We are doing something similar to this. What we did was create 2 custom fields called Last Interesting Moment & Compiled Interesting Moments. Then every time a lead has an interesting moment, we update the Last Interesting Moment field with the appropriate value and the Compiled Interesting Moments field to append the data. It looks like this:

            LAST INTERESTING MOMENT

            We already had several Smart Campaigns running to capture interesting moments based on type. In the Flow steps for each one, we added a second step that updates the value of the Last Interesting Moment field to whatever the interesting moment was.

            COMPILED INTERESTING MOMENTS

            We created a new Smart Campaign to do this.

            Smart List
            Trigger > Data Value Changes > Attribute: Last Interesting Moment

            Flow
            Change Data Value > Compiled Interesting Moments > New Value: {{system.date}} - {{lead.Last Interesting Moment}}, {{lead.Compiled Interesting Moments}}

            Now the Compiled Interesting Moments field is a comma separated list of the interesting moments with the date each happened. 


            • Re: Recent lead activity in an alert email?
              Amy - thanks for the response - great solution that we're going to implement immediately.
              • Re: Recent lead activity in an alert email?
                This is fantastic. Thanks for the idea, Amy! Like Damian, I'm implementing this right now.