Hi Nathan - Good questions. Remember that Marketo is contact centric. For any opportunity-driven activity to occur, the contact(s) must be added to the opportunity. Marketo will not see any contacts who are associated with the account but not added to the opportunity (for the purposes of opportunity-triggered campaigns). This means that only contacts added to the opportunity would receive your welcome emails. However, this also means that every contact added to the opportunity will receive the emails. If you only want to have specific opportunity contacts receive the emails there are three ways to do it
1) Add a Designation like "PC" for primary contact into the contact's title, and then filter for job titles with "PC" in your campaign smart list
2) Filter based on contact roles
3) Create a custom field in your Salesforce.com contact record that is a checkbox that designates the contact as the primary contact and filter your smart list based on that checkbox.
Hope this helps.
I have run into this same issue and am unable to figure out how to pull in contact roles to the smart list. How would I go about doing this?
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Contact role, interestingly, is available as a constraint on the Was Added to Opportunity filter, but not the Added to Opportunity filter. So, if you combine a trigger with the filter for Was Added to Opportunity and you add constraints around the date on that filter, you should be able to get pretty close to what you want.
So that actually should work perfectly for us. We only want to add a contact to an opportunity when they are the person signing the contract. Because of that, they're the exact person we want to email. That should work.