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A
Anonymous
August 14, 2017
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Linking customers with Account Managers via Send Alert

  • August 14, 2017
  • 1 reply
  • 2540 views

Afternoon All,

I am trying to send out two emails, the second of which is triggered by the first.

The first email is to customers; this is as simple as uploading the list to Marketo and then scheduling the send out.

The second, is where I am running into some difficulties getting an answer.  This is to the Account Managers of the customers.  Multiple Customers are linked to a single Account Manager, and we have multiple Account Managers to handle.

It should be as simple as setting up a send alert to the Account Managers, when their customers open the email; but, The Account Manager information that I am uploading has their information as the Primary and Secondary contacts, not as the Account Manager or Sales manager. 

Ideally I want my flow to look something like this:

Customer receives email 1

Account Manager receives Triggered email

Customers who DID NOT open email 1, receive a Reminder Email (Email 2)

Account Manager receives Triggered Email. 

While being able to track across the board for multiple Account Managers handling different customers.

Is this a viable option? 

This is not really an automated send, as I am actively prompting all steps along the way.

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Best answer by Devraj_Grewal

I have the field created in SFDC already populated with their email addresses; but it is (Primary Client Account Rep Email) and (Secondary Client Account Rep Email).  There would be one Account Exec per customer; but not one single Account Exec for the whole send.  So it would read as :  {{lead.Primary Client Account Rep Email}} ; or however it is populated in SFDC directly?

So the initial invite might go to say 1000 Customers, but the trigger would go to the 10 Account Execs that handle 100 customers each.


So yes, in the "To Other Emails" field you would place "{{lead.Primary Client Account Rep Email}}, {{lead.Secondary Client Account Rep Email}}". The value will then send the alert to both email addresses, but I would test this first by placing two different email addresses of yours into the primary and secondary fields in SFDC and send the alert so you can verify you received an alert to each email address.

Also in order to trigger the alert email you will need to use the trigger "Opens email" for the customer email and the flow step will just be the "send alert" to account exec step.

Will the account execs need to receive an alert for every customer who opens the email?

1 reply

Devraj_Grewal
Devraj_Grewal
New Participant
August 14, 2017

Anthony,

When sending an alert, you have the option to send the email to the account owner or the sales owner via the system fields. If neither of those is the correct contact, then create a custom field in your CRM entitled something like "Account Manager email address". You can then use that token in the "To other emails" field in the send alert and also indicate "To: None".

A
Anonymous
August 14, 2017

So after the Send to: None option is selected, will I, from there, enter the Account Executives emails manually, or can it pull the Account Execs that are linked directly to the customer through Salesforce?

Devraj_Grewal
Devraj_Grewal
New Participant
August 14, 2017

The account exec isn't the account owner or the sales owner, so you need to create a field in SFDC and populate it with the account exec's email address. Then you can bring that token into the "To Other Emails" field as "{{lead.Account Exec email address}}". I'm assuming there would only be one account exec's email address for the account, correct?

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