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A
Anonymous
June 29, 2017
Solved

Lead Owner Change Status.

  • June 29, 2017
  • 2 replies
  • 3524 views

Hi All,

Hope your doing well,

We have a email alert being sent to our inside sales whenever we have new MQL.

My question is: Is there a way for the inside sales to change the lead status without opening salesforce/marketo?

For example just a link that they will click inside the email and the stage will automatically change to SAL?

Or that if they click a call to action the lead will be part of a list and will just create an smart campaign to change them?

Thanks

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Best answer by Jim_Thao7

My thought process goes like this:

It will capture whichever email address you use as the parameter.  do remember to clear cookies upon submit in your code so that the lead owner does not get cookied as that lead forever.

Let's say, this is your link: marketo.com/?email={{lead.email address}}

Then, your form populates the email address field with the parameter and submits it.  If that email is the email of your lead, it should be logged to that lead. 

2 replies

Josh_Hill13
Josh_Hill13
New Participant
June 29, 2017

They could do this if you had a trigger where

if Clicks Link in Email = X (or CONTAINS...)

then Lead Status=Y

but this leads to bad behavior because the Salesperson won't really look at the lead and take action. It will inflate your #s.

A
Anonymous
June 29, 2017

Hi Josh,

Thanks for your quick response.

The email notification that we are sending our inside sales have the information of the lead so I expect them to call before making action. Is it possible to put at end of email a link like call to action which says. Click this if you accept to work on lead.

Thanks

S
Stephanie_Chho1
New Participant
June 30, 2017

Hi Jas,

We actually have been doing this as part of our automation using form submission when sales click on a certain link to send the relevant information to Marketo and SFDC. The email to sales is only triggered when the lead has racked up scores and has the mandatory data fields to reduce junk lead sent to sales. Please find an example below. It helps sales as they are always on the go.

Kind regardsStephanie
Jim_Thao7
Jim_Thao7
New Participant
June 29, 2017

You can probably do this by building in a link with custom parameters that directs them to a blind form submit, which in turns updates the lead record via that blind form submit or triggers a campaign to execute a lead status change. 

A
Anonymous
June 29, 2017

Hi Jim,

Thanks for your quick response, But If i do that will it capture the information of the receiver of the email( LEad owner) or the information of the lead (MQL).

Thanks

Jim_Thao7
Jim_Thao7Accepted solution
New Participant
June 29, 2017

My thought process goes like this:

It will capture whichever email address you use as the parameter.  do remember to clear cookies upon submit in your code so that the lead owner does not get cookied as that lead forever.

Let's say, this is your link: marketo.com/?email={{lead.email address}}

Then, your form populates the email address field with the parameter and submits it.  If that email is the email of your lead, it should be logged to that lead. 

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