I'm trying to create a flow where there are multiple responses from a single form submission. I tried to have a multiple step flow, but it won't work after the initial auto responder sends. So, I created two smart campaigns with the filled out form trigger, but that doesn't appear to be working either. What am I doing wrong?
Goal:
Fill out form
1- Auto Responder from company in general
2 - wait
3 - Auto Responder from Account Owner
4 - Alert created
Thanks in advance!
This is interesting. Have you tested the original scenario? Assuming you have a trigger based on "fills out form," I would think the flow looks like this:
Of course, the first email would be the auto-responder, then the second email would be a tokenized email based on the lead owner's information.
That's EXACTLY what I have.
Send Email (from company)
Send Alert (alert me)
Wait
Send Email (from rep) if account is X status
Send Alert (alert rep) if account is Y status
Wait
Send Alert if opened rep email to notify rep
Wonder if it's something with my account status communication with SF?
I get the auto response and the initial alert, but then that's it. No further communication.
Does splitting the trigger in two work for you?
Fills out form --> Send Email 1
Email 1 is delivered --> Wait; Send Email 2; Send Alert
No, I tried that after the flow wouldn't work. Same thing. First email/alert worked, but when I include account info, it stops.
It MUST be something with my test account in SF. I just created the accounts and contacts today, and I'm afraid the test account owner might be the sticking point.
I think I have the Marketo end set up correctly.
THANK YOU for your time and assistance! I'm going to let it sit tonight and try again tomorrow to see if it works after the overnight sync. I'll update then.
Yeah, keep me updated. But from what I can tell, you're doing it right from the Marketo end!
Woohoo! It worked like a charm today. My test accounts just needed to sync overnight. Now, I have to see what happens to new contacts that fill out the form and see if the 24 hour wait will work.
Awesome! Out of curiosity, which trigger campaign worked for you? The two separate ones, or the unified one?
Well, I got it working with the two, but I put it back to one - because I'm Type A I guess and I don't like having 2 when 1 will do the trick! I think the issue was the test accounts not yet synced with marketo (it happens overnight).
I am concerned about what will happen in the event that a new contact fills out the form. I'm testing that with a 24 hour wait. Hoping for the best!
This is interesting. Have you tested the original scenario? Assuming you have a trigger based on "fills out form," I would think the flow looks like this:
Of course, the first email would be the auto-responder, then the second email would be a tokenized email based on the lead owner's information.