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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

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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