alert when a lead has attended

Anonymous
Not applicable

alert when a lead has attended

we have an event this week, we are using the marketo app when someone arrives to the venue they will check in. we want our lead owner to be notified when they arrive. how can we set this up?

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6 REPLIES 6
Chris_Johnston
Level 8

Re: alert when a lead has attended

Hi Deanna, at check-in you can set their program member status for this event to attended. This can then trigger an e-mail alert to the lead owner.

Screen Shot 2016-11-02 at 10.47.08 AM.png

Anonymous
Not applicable

Re: alert when a lead has attended

Thanks but how do I set this up for a specific guests when they arrive the lead owner gets the email and I do also.

Deanna Calcagno

Marketing Assistant

William Roberts Lawyers

Liability limited by a scheme approved under Professional Standards Legislation.

Chris_Johnston
Level 8

Re: alert when a lead has attended

Sure, based on the following assumptions,

1. You have a Marketo Program for this event.

2. In this Program, you create the Smart Campaign with trigger setup as per above.

3. You have an e-mail asset built to serve as the notification.

You can in the flow steps (of the Smart Campaign in assumption 2 above), then setup this. (set e-mail to the asset in assumption 3 above).

Screen Shot 2016-11-02 at 3.43.04 PM.png

On Event Day, go into Lead Database. You will click on the attendee and then Lead Actions - > Programs -> Change Program Status which will bring you to the page below.

Screen Shot 2016-11-02 at 3.49.51 PM.png

Click Run Now, and then you will change the status, which will trigger the e-mail.

Let me know if you have more questions.

Anonymous
Not applicable

Re: alert when a lead has attended

Is there a way you can talk me through this over the phone. Sorry I just want to get it right

Deanna Calcagno

Marketing Assistant

William Roberts Lawyers

Liability limited by a scheme approved under Professional Standards Legislation.

Chris_Johnston
Level 8

Re: alert when a lead has attended

Sure, if you want to provide your e-mail address, I can setup a Webex room and let you share your screen, that way we know it's setup correctly.

- Chris

chris@salytics.com

Anonymous
Not applicable

Re: alert when a lead has attended

Email is Deanna.calcagno@williamroberts.com.au

Deanna Calcagno Marketing Assistant William Roberts Lawyers

Level 22, 66 Goulburn Street, Sydney NSW 2000 | DX 11591 Sydney Downtown

PO Box 20424 World Square NSW 2002

t 02 9552 2111 | f 02 9552 1911

e deanna.calcagno@williamroberts.com.au

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