5 Replies Latest reply on May 17, 2018 10:46 PM by Jay Jiang

    How would you do an emails send with a follow-up schedule?

    DeAnna Humphrey

      Hi,

       

      I am trying to move some of my current time-based workflow emails from Salesforce.com. to Marketo.  What I am struggling with is how to set these triggers in Marketo then how to send them in the same format I currently do from Salesforce.  Reasons for my need to transition from SFDC to Marketo emails is I need these emails to come from the correct domain and I want to be able to track them. Also, too many time-based workflows are slowing down performance in SFDC.  I think I would be setting up a Smart Campaign and have a setup something like below but I did a test lead and it's not triggering.  I am not sure if I am on the right track.

       

       

      Any and all help is much appreciated.

       

      Thank you,

      DeAnna

       

      Here is my current set-up in SFDC example: