6 Replies Latest reply on Jul 10, 2018 2:27 PM by Grégoire Michel

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

    Spencer Phillips

      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