1 Reply Latest reply on Nov 26, 2013 4:47 PM by 33699

    Best Practices for Alert Campaigns Giving Notice of Form Fills

      Just wondering if anyone has any insight into the best ways to set up alerts for your sales team when forms are filled either requesting content or requesting a quote.

      I'm debating between setting up a general alert for whenever a form is filled out versus breaking it down into separate alerts for when a quote form is filled by a new lead, a quote form is filled by an existing lead, and one for when a content form is filled.

      Let me know your thoughts!
        • Re: Best Practices for Alert Campaigns Giving Notice of Form Fills
          Josh:

          This depends on exactly how your programs are set up and how your sales teams are set up. In some situations, I've found that sales people start not really caring about some alerts with a certain volume of emails. 

          One setup that I found worked pretty well as a balance was having the alerts broken out into different emails, with different subject lines, but not TOO many separate subject lines.

          This is because then the sales people can have automated filtering and folders that sort emails by subject line. A "contact us now" form fill-out is high-priority, so that gets its own special (and human, and exciting) subject line so salespeople can appreciate it. A normal "Recycled MQL has become revived" email is less exciting, gets its own consistent subject line that the salesperson can sort appropriately.

          Another option would be one dynamic, tokenized email that just shows all the information. Maybe adding a velocity email scripting token in the subject line to do that same kind of sorting logic I mentioned. The drawback to this is that I skim activity logs for leads quite a bit, and I won't be able to tell exactly which email went out without clicking into it. That makes a few separate alert emails worth the time, both for the salespeople/SDRs and for myself.

          Best,
          Edward Unthank
          Marketing Operations Specialist
          Yesler
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