Does the 14 week recurrence happen no matter what is happening on the lead/contact? And does the 14 week task differ for each lead/contact record, as in, all different dates?
Could you just send an alert email every 14 weeks via Marketo based on no activity on the lead/contact record tasks?
The 14 week recurrence would be for any Lead/Contact who is not flagged as Customer. So yes, no matter what is happening, the task would be sent to the Lead Owner.
The task date should differ because we don't want a task being sent to the Lead Owner for every Lead on the same day.
I'm new to Marketo, and have only learned the basics as an Admin. So I know how to set up email campaigns, but haven't really learned how to set up triggers to send the alerts to Salesforce. Sorry if my questions seem like something easy.
You could. Look up SLA workflow.
Trigger or List: XXXX
Create Task with X info on it like 14 weeks from now with a date token (not sure if that works though)
Wait 14 weeks
You won't be able to do this perpetually, however, you could do something like that with a weekly batch campaign that allows a lead to enter every 14 weeks if it meets the smart list criteria. I dont think you should do this for leads in certain statuses.