Send reminders using Adobe Sign for Salesforce and Marketo Configuration Guide

Learn how to send an email reminder from Marketo when an agreement remains unsigned after a period of time. This integration uses Adobe Sign, Adobe Sign for Salesforce, Marketo, and the Marketo and Salesforce Sync.

Prerequisites

  1. Install the Marketo Salesforce Sync.

    Information and the latest plugin for Salesforce Sync is available here.

  2. Install Adobe Sign for Salesforce.

    Information about this plugin is available here.

Find the custom object

When the Marketo Salesforce Sync and Adobe Sign for Salesforce configurations are complete, several new options appear in the Marketo Admin Terminal.

Admin

Object Sync

  1. Click Sync Schema if this is your first time. Otherwise, click Refresh Schema.

    Refresh

  2. If global sync is running, disable by clicking Disable Global Sync.

    Disable

  3. Click Refresh Schema.

    Refresh 2

Sync the custom object

On the right side, see Lead, Contact, and Account-based custom objects.

Enable Sync for the objects under Lead if you want to send a reminder when a Lead has not signed an agreement in Salesforce.

Enable Sync for the objects under Contact if you want to send a reminder when a Contact has not signed an agreement in Salesforce.

Enable Sync for the objects under Account if you want to send a reminder when an Account has not signed an agreement in Salesforce.

  1. Enable Sync for the Agreement object shown under the desired Parent (Lead, Contact, or Account). Do this for any other custom objects you’d like to sync.

    Agreement Object

  2. The following assets show how to Enable Sync.

    Custom Sync 1

    Custom Sync 2

Expose the custom object fields to triggers

  1. While the Global Sync is deactivated, select the Agreement custom object you enabled sync for, then Edit Visible Fields.

  2. Check the “Agreement Name” field in the trigger column to expose it to your Campaign Action Triggers. Check any other fields you want to filter by, then Save.

    Edit Visible Fields 1

    Edit Visible Fields 2

  3. When finished enabling sync on the custom objects and exposing the trigger values, remember to reactivate the ync:

    Enable Global

Create the program and token

  1. In the Marketing Activities section of Marketo, right-click on Marketing Activities on the left bar, select New Campaign Folder, and give it a name.

    New Folder

  2. Right-click on the created folder, select New Program, and give it a name. Leave everything else as default, then click Create.

    New Program 1

    New Program 2

  3. Click on My Tokens, then drag Email Script over to the canvas.

    Email Script

  4. Give it a name, then click on Click to Edit.

    Name and Edit

  5. Expand Custom Objects on the right-hand side, then expand the Agreement object. Find and drag Agreement Name, Agreement Status, Date Signed, and Signing URL onto the canvas.

  6. Write a Velocity script using these tokens to display the agreement URL of an agreement that goes unsigned for a week. Here is an example that compares the current date to Date Sent:

    #foreach($agreement in $echosign_dev1__SIGN_Agreement__cList)
        #if($agreement.echosign_dev1__Status__c == "Out for Signature")
            #set($todayCalObj = $date.toCalendar($date.toDate("yyyy-MM-dd",$date.get('yyyy-MM-dd'))) )
            #set($dateSentCalObj = $date.toCalendar($date.toDate("yyyy-MM-dd",$agreement.echosign_dev1__DateSent__c)) )
            #set($dateDiff = ($todayCalObj.getTimeInMillis() - $dateSentCalObj.getTimeInMillis()) / 86400000 )
            
            #if($dateDiff >= 7)
                #set($agreementName = $agreement.Name)
                #set($agreementURL = $agreement.echosign_dev1__Signing_URL__c.substring(8))
                #break
            #else
            #end
        #else
        #end
    #end
    
    #if(${agreementName})
        <a href="https://${agreementURL}">${agreementName}</a>
    #else
        Please contact us. 
    #end
    
  7. Click Save.

Create the reminder and add personalization

Examples of personalization include: the name of the signer, the name of the agreement, a link to the agreement, etc.

  1. Right-click on the program you created and click New Local Asset, then select Email.

    New Email

  2. In the new tab, enter a Name and Description for the email and select a template from the template picker. Click Create.

    Template Picker

  3. Set the From Name and From Address.

    Reminder Email

  4. Click on the message body to activate the Editor. Click on the Insert Token button, find the custom Agreement URL token you created, then click Insert. Finish customizing your email, and click Save.

    Insert Token

  5. Preview using a profile that has an agreement assigned to it. You should see a link to the URL with the Agreement Name as the label.

    Email Link

Set up the Smart Campaign Filter

  1. Right-click on the program you created, then click New Smart Campaign.

    Smart Campaign 1

  2. Give it a name of your choosing, then click Create.

    Smart Campaign 2

  3. Search for, then click and drag Has Agreement to the Smart List.

    Has Agreement

  4. The fields you exposed to the trigger should now be available in Add Constraint. Select Agreement Status and any other fields you wish to filter by. For each field added, define the values to filter by. In this case, it will only trigger when the Agreement Status is Out for Signature and Date Sent is in past before 7 days.

    Agreement Status

    NOTE

    d a unique identifier to the constraints, like Agreement Name, if you want this campaign to only run for certain agreements.

  5. Confirm the campaign audience and see who will qualify in the Schedule tab.

    Qualifiers

Set up the Smart Campaign Flow

Because the campaign filter Days Unsigned was used, you can use a scheduled recurrence for the campaign.

  1. Click on the Flow tab in the Smart Campaign. Search for and drag the Send Email flow onto the canvas and select the reminder email you created in the previous section.

    Send Email

  2. Click on the Schedule tab in the Smart Campaign. Ensure that the campaign flow is limited to only run once per person in the Smart Campaign Settings. Then, click on the Schedule Recurrence tab.

    Schedule Tab

  3. Set the Schedule to Daily, choose a start day and time, and an end date for the campaign if necessary.

    Schedule Settings

On this page