Question
Lead Score Alerts - How to Show Event That Triggered Alert
We have lead scoring setup for our sales team, and currently alerts are only sent out once a lead crosses the set thresholds for their lead score. (Ex. b/t 1-5, 6-9, etc.)
The sales team has asked if it possible to see what specific event triggered this lead score change and alert. Right now we have "Source Type" and "Source Info" in the alert email, but those only pull in their original source, not the source for the lead score change.
So for example, we have an IM set for "Clicks a link in email". If this event pushes them over the threshold to alert sales, they want to be able to see in that alert what it was that happened to boost their score. And if it was a marketing email event, what email it was that they engaged with.
For email events specifically, I know how to include this in an alert, but as I'm understanding it right now, that would involve adding an extra alert that would get sent every time a lead engages with an email.
I've looked into using Trigger Tokens for the alerts, but I can't quite figure out what would be useful in this situation if there is one at all. Any advice or feedback would be appreciated!
The sales team has asked if it possible to see what specific event triggered this lead score change and alert. Right now we have "Source Type" and "Source Info" in the alert email, but those only pull in their original source, not the source for the lead score change.
So for example, we have an IM set for "Clicks a link in email". If this event pushes them over the threshold to alert sales, they want to be able to see in that alert what it was that happened to boost their score. And if it was a marketing email event, what email it was that they engaged with.
For email events specifically, I know how to include this in an alert, but as I'm understanding it right now, that would involve adding an extra alert that would get sent every time a lead engages with an email.
I've looked into using Trigger Tokens for the alerts, but I can't quite figure out what would be useful in this situation if there is one at all. Any advice or feedback would be appreciated!