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Best Practices: Sending an Event Email using a List Defined in Salesforce

Question asked by Spencer Phillips on Jul 6, 2018
Latest reply on Jul 10, 2018 by Grégoire Michel

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Hi Community,

I need to send a "save the date" email out for an upcoming event we are hosting. The list is being created by sales, in a Salesforce campaign, where the sales people are adding members to the campaign who they want to be invited.

In Marketo, I was planning on defining the Smart List with the Filter "Member of SFDC Campaign"

My questions are:

Does anyone else use this method for event emails?
Is this an atypical way to define a list? It seems like the answer is "yes" but I want to gauge the community to see if others have done this or if this is common practice?
How are others working with sales to define their lists and then what are they doing in Marketo and/or SFDC to ensure that list is receiving the email?

Thank you,

Spencer

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Ronen Wasserman Jul 7, 2018 4:04 AM

Hi Spencer,

Yes, I've done this before,

I created a program in Marketo, synced it with SFDC campaign and every new lead that was added to this campaign by sales, was added to this program.

I had a smart campaign that sent an email to every new lead that was added to this program.

Let me know if you have any further questions.

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Grégoire Michel @ Ronen Wasserman on Jul 7, 2018 4:25 AM

Hi Spence and Ronen,

there are 2 methods that both work and are separated and incompatible:

you use the "member of SFDC" campaign filter in Marketo and shoot the email
of you sync a program with the campaign and use the "member of program" filter. Pay attention if you create the campaign in SFDC before sync'ing it with Marketo, the slightest difference in the member statuses definition will block the sync. I always recommend that you create the campaign in SFDC from Marketo to avoid this..

but you cannot do both.

-Greg

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Spencer Phillips @ Grégoire Michel on Jul 10, 2018 1:41 PM

Hi Grégoire Michel,

Thank you for this feedback. I believe I set this up the exact what you recommend against... - I have the program synced and I am also using the "Member of SFDC Smart Campaign" filter to define my Smart List. Since I have both set up, which of the two do you recommend using? What are the benefits of using one over the other?

Screenshots showing sync and Smart List Filter, both in the same campaign:

Thank you,

Spencer

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Grégoire Michel @ Spencer Phillips on Jul 10, 2018 1:46 PM

Hi Spencer,

If the campaign is sync'ed with a program, use the "member of Program" filter instead to define the smart list.

-Greg

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Spencer Phillips @ Grégoire Michel on Jul 10, 2018 2:10 PM

Thank you. I will go this route (sync and use "member of Program"). I am curious, what is the benefit of this way, if any? More reporting capability post event?

Thanks again Grégoire!

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Grégoire Michel @ Spencer Phillips on Jul 10, 2018 2:27 PM

One of the big advantages is the consistency of reporting between the 2 systems.

One of the drawback is the lack of control of the lead being pushed to SFDC, since adding people to programs implicitly adds them to SFDC too. You will have to pay attention if some flow steps are needed before the leads are pushed to SFDC

-Greg

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6 Replies

Ronen Wasserman Jul 7, 2018 4:04 AM
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Correct Answer
Hi Spencer,
Yes, I've done this before,
I created a program in Marketo, synced it with SFDC campaign and every new lead that was added to this campaign by sales, was added to this program.

I had a smart campaign that sent an email to every new lead that was added to this program.

Let me know if you have any further questions.
8 people found this helpful
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- Grégoire Michel @ Ronen Wasserman on Jul 7, 2018 4:25 AM
  Mark Correct
  Correct Answer
  Hi Spence and Ronen,
  
  there are 2 methods that both work and are separated and incompatible:
  you use the "member of SFDC" campaign filter in Marketo and shoot the email
  of you sync a program with the campaign and use the "member of program" filter. Pay attention if you create the campaign in SFDC before sync'ing it with Marketo, the slightest difference in the member statuses definition will block the sync. I always recommend that you create the campaign in SFDC from Marketo to avoid this..
  
  but you cannot do both.
  -Greg
  2 people found this helpful
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  - Spencer Phillips @ Grégoire Michel on Jul 10, 2018 1:41 PM
    Mark Correct
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    Hi Grégoire Michel,
    
    Thank you for this feedback. I believe I set this up the exact what you recommend against... - I have the program synced and I am also using the "Member of SFDC Smart Campaign" filter to define my Smart List. Since I have both set up, which of the two do you recommend using? What are the benefits of using one over the other?
    
    Screenshots showing sync and Smart List Filter, both in the same campaign:
    
    Thank you,
    Spencer
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    - Grégoire Michel @ Spencer Phillips on Jul 10, 2018 1:46 PM
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      Hi Spencer,
      
      If the campaign is sync'ed with a program, use the "member of Program" filter instead to define the smart list.
      
      -Greg
      1 person found this helpful
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      - Spencer Phillips @ Grégoire Michel on Jul 10, 2018 2:10 PM
        Mark Correct
        Correct Answer
        Thank you. I will go this route (sync and use "member of Program"). I am curious, what is the benefit of this way, if any? More reporting capability post event?
        
        Thanks again Grégoire!
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        Grégoire Michel @ Spencer Phillips on Jul 10, 2018 2:27 PM
        Mark Correct
        Correct Answer
        One of the big advantages is the consistency of reporting between the 2 systems.
        
        One of the drawback is the lack of control of the lead being pushed to SFDC, since adding people to programs implicitly adds them to SFDC too. You will have to pay attention if some flow steps are needed before the leads are pushed to SFDC
        
        -Greg
        2 people found this helpful
        Like • Show 1 Like1
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Best Practices: Sending an Event Email using a List Defined in Salesforce

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