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Add Last SFDC Campaign to Alert Email

Question asked by Nina Valtcheva on Apr 29, 2015
Latest reply on Apr 29, 2015 by Nina Valtcheva
I have set up an alert email to get sent to the lead owner whenever someone in a specified segment does a certain hand-raising activity (downloads whitepaper, attends event, etc.). In the alert email, I would like to include what was the last SFDC Campaign that the lead was added to that was tied to the hand-raising activity.

What would be the best way to do this?

I thought maybe creating a custom token for Last SFDC Campaign would work, but then it looks like I would first need to create a custom field and I'm not sure how to do that so it captures what the last SFDC Campaign was for each lead. Would it have to be created as a new field in SFDC too? I'm pretty new to both Marketo and SFDC so not quite sure how all of this works.

Any suggestions on how to get the Last SFDC Campaign in an alert email would be very aprpeciated!

 

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