2 Replies Latest reply on Jul 25, 2018 2:05 PM by Marc Asmus

    Contact owner approves adding person to program via alert email?

    Marc Asmus

      I'm trying to build a nurture program that will send a series of survey solicitation emails. I'll run a batch campaign to identify people who should be added to the nurture program. The emails will be sent from the person's contact owner. However, our contact owner's are in and out of the office on vacation, sabbaticals, maternity leaves, etc. We don't want to send the survey emails from that owner if they are away. And, I don't want to take responsibility for tracking who is in or out of the office and when.

       

      So, I'm interested in creating a process by which the person's contact owner gets an email alert when the person is eligible for the survey nurture program. Then the contact owner must "approve" adding the person to the nurture program before the person starts receiving the survey solicitations.

       

      The contact owners don't work in Marketo and it's important that the approval process is very easy for the contact owner. I'm hoping there's a way to do this where I include 2 links in the alert email and all the contact owner has to do is click one or the other ("yes, add <John Doe> to the survey program" or "no, don't add <John Doe> to the survey program).

       

      Is it possible to execute such an "approval" process with Marketo?

       

      Context: our Marketo instance is synced with Salesforce.