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Triggers based on SFDC opportunities

Question asked by Mieke Bruins on May 16, 2018
Latest reply on Jun 11, 2018 by Sanford Whiteman

Hi Marketo Community,

 

We have a renewal reminder program we would like to improve on:

 

A SFDC opportunity is created for each renewal opportunity.

The Opportunity Name relates to the contract number.

The Opportunity close date relates to the expiry of the existing contract.

We would like to better automate our renewal reminder process sending out emails 30days out, 60days out etc.

One contact might manage multiple contracts, therefore there could be multiple opportunities where this person is the primary contact for the opportunity.

 

  1. How would I trigger the correct reminder email to be sent out based on the opportunity close date, i.e 30days before opportunity close date, trigger to send contact 30day reminder email
  2. Is it possible to, based on the opportunity that is triggering the send, populate the email with the correlating opportunity name (i.e contract number) so that the contact is aware of which contract we are reminding them about

 

Thanks in advance for any advice,

Mieke

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