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Eric_Salamon1
New Participant
November 14, 2017
Solved

Sales alert with interesting moment or campaign information

  • November 14, 2017
  • 2 replies
  • 5617 views

First let me explain the background. The sales team is not the best when it comes to SFDC or any technology. They are ok when it comes to Email. I want to know if it is possible to add the last x interesting moments, or the last x campaigns the individual was a part of and any recommendations that you may have to make this goal work.

If the answer involves scripting in velocity please shoot the answer with a link, so that I can better be able to adapt and make it work.

Best answer by Dan_Stevens_

Eric, have a look at my replies in these threads:

Re: Subscription to Weekly Report of People Who Visited Specific Web Pages

2 replies

New Participant
November 14, 2017

Hi Eric,


Using Trigger Tokens you can access some the data you are after but it will only be for the current trigger that made the campaign run (think webform fillout, page visit etc). 

docs.marketo.com/display/public/DOCS/Tokens+Overview#TokensOverview-TriggerTokens

Other tokens that may be of use:

System Tokens

Program Tokens

Campaign Tokens

For past events, you could use a smart campaign to copy the data to a custom field for a rolling history of sorts, but may not be recommended based on the scale / scope and data needs.

Dan_Stevens_
New Participant
November 14, 2017

Yep - trigger tokens are shown in the example I included here:

New Participant
November 14, 2017

We're speaking the same language.     

I like the solution but if someone was to implement something similar (or even something more robust), the token list helps a bit.

Dan_Stevens_
New Participant
November 14, 2017

Our alerts are packed with information - including what's normally included in MSI, when viewed in CRM.  We have dedicated history fields for both Interesting Moments and Web activity:

Eric_Salamon1
New Participant
November 14, 2017

Good to know that it is possible. Do you know how that type of setup was implemented?

Dan_Stevens_
Dan_Stevens_Accepted solution
New Participant
November 14, 2017

Eric, have a look at my replies in these threads:

Re: Subscription to Weekly Report of People Who Visited Specific Web Pages