4 Replies Latest reply on Oct 21, 2015 7:01 AM by ec67d788edaf7ba9fb1fabbd35c023d52ebc6774

    How to use "was sent sales email"

      I created an email blast with three emails spaced three days apart. What's the best way to prevent emails 2 or 3 from sending if they responded to the 1st or 2nd email and the activity is being documented in Salesforce? I tried testing by sending an email to a test contact from salesforce, then setting up the smart list as "was sent sales email / subject is any / date of activity on or after 10/19/2015 / sent by [my email address] and it affected 0 leads. Maybe my understanding of what a "sales email" is wrong?

        • Re: How to use "was sent sales email"
          John Clark

          Hi Pia,

           

          Sales emails are only those sent from Marketo Sales Insight in Salesforce or through the Sales Insight plugin in Outlook/Gmail.  All other emails sent from Marketo are not considered Sales Emails.

           

          When you look at the lead record in Marketo for the contact you sent a test email to, are you seeing the Was Sent Sales Email activity?

           

          John

          1 of 1 people found this helpful
          • Re: How to use "was sent sales email"
            Josh Hill

            This would be Was Sent Email or Not Was Sent Email.

             

            But if you have a drip flow and it says

             

            Send Email 1

            Wait 2 days

            Send Email 2

            Wait 3 days

            Send Email 3

             

            You need to say something like If Lead Has Activity Within Past 2 days, then don't send Email 2....so it would actually be better to have a second listen campaign that says:

             

            Activity Added [Constraints]

            and Member of Campaign 1

            and Not Was Sent Email 2 or 3 yet

            then Remove from Campaign 1.

            1 of 1 people found this helpful
              • Re: How to use "was sent sales email"

                Thanks to you both. John, it turns out I totally misunderstood what "sales email" meant. Based on your response, Josh, I have it set up like this:

                 

                Campaign 1:

                If Member of program = [program name]

                Then Send email 1

                wait 3 days

                Send email 2

                Wait 3 days

                Send email 3

                 

                Campaign 2:

                If Member of program [program name] and

                Activity was logged / subject is not empty / date of activity on or after 10/19/15 and

                Not was sent email 2 or

                Not was sent email 3

                Then Remove from Flow - Campaign is Campaign 1

                • Re: How to use "was sent sales email"

                  Hey Josh, I've spent almost 2 hours testing this morning and still cannot get it to work. I am trying to stop sending emails 2 or 3 if the owner changes. I can't figure out what I am doing wrong and about to tear my hair out. I have:

                   

                  Trigger: Owner Changes

                  Owner name is: [new owner]

                  Old ower is: [old owner]

                  Date of activity: in past 2 days

                  1 - Member of SFDC Campaign

                  Lead in [campaign name]

                  AND

                  2 - Not was sent email

                  Email is [email 2]

                  OR

                  3 - Not was sent email

                  Email is [email 3]