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

Question asked by DeAnna Humphrey on May 17, 2018
Latest reply on May 17, 2018 by Jay Jiang

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:

 

 

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