2 Replies Latest reply on Nov 11, 2014 11:22 AM by Robby Snitkof

    Send One Email or Alert to All Lead Owners in a Specific SFDC Campaign

    Robby Snitkof
      Hi everyone,

      I'm looking to find a way to send an email to each rep on my sales team who is assigned a lead in Salesforce for a particular campaign.  The intended flow is as follows:

      1. Lead list uploaded to Marketo
      2. Leads synced to Salesforce and added to an SFDC campaign
      3. Leads assigned to Sales reps in SFDC
      4. Email sent via Marketo to only those reps who were assigned leads in that particular campaign

      The reps should only get one email, which complicates the use of sending an alert, because it would send the rep 10 emails if they had 10 of their assigned leads synced to this campaign.

      Is there any way to allow for this without having to type in the individual email addresses of all the lead owners each time I need this communication to go out?

      Thank you for your help.
        • Re: Send One Email or Alert to All Lead Owners in a Specific SFDC Campaign
          Josh Hill
          Unfortunately, Marketo thinks in terms of Leads so your Salespeople will get 1 alert for every single lead they are assigned.

          I'm not sure what you mean by having to type out their email addresses? Wouldn't you just send the entire team 1 email and say "Hey, please check your lead list for new leads" and leave it at that?

          You can probably create a group in your contacts to make this easier for you.
          • Re: Send One Email or Alert to All Lead Owners in a Specific SFDC Campaign
            Robby Snitkof
            Hi Josh,

            I would not want to send a blanket email to the whole team because I want the alert to go only to team members who were assigned leads for a given campaign.

            For example, there may have been a conference in which leads were assigned to only 10 Sales team members out of a full group of 30.  In that instance, the communication would be irrelevant for 20 members of the team.

            It seems though, since as you said Marketo thinks in terms of leads, there's not really a way to automate this.  Any other insight is appreciated.