Alert the Sales Rep

Mission: Alert the sales rep when a person fills out a form on your web site

To automatically send alert emails to sales reps, all you need is an alert email and an email campaign. Here’s how to do it.

PREREQUISITES

Step 1: Create an Alert Email

  1. Go to the Marketing Activities area.

  2. Select My Program which you created in the Landing Page with a Form quick win, then under New click New Local Asset.

  3. Click Email.

  4. Name the email “My Email Alert”, select a template and click Create.

  5. Enter the From Name, From Email, Reply-to, and Subject that you want your sales team to see.

  6. Double-click to edit the email text.

  7. Type the email content.

  8. Place your cursor where you want to insert the person’s contact info and click the Insert Token icon.

  9. Find and select the {{SP_Send_Alert_Info}} Token and click Insert.

    NOTE

    {{SP_Send_Alert_Info}} is a special token for alert emails. See Use the Send Alert Info Token to learn more.

  10. Click Save.

  11. Close the email editor tab/window.

  12. Under Email Actions click Approve.

Step 2: Create an Alert Trigger Campaign

  1. Select My Program created previously, then under New click New Smart Campaign.

  2. Name the campaign “My Alert Campaign” and click Create.

  3. Under the Smart List tab, find and drag the Fills Out Form trigger to the canvas.

  4. Select the form we created earlier.

  5. Under the Flow tab, find and drag the Send Alert flow action to the canvas.

  6. Select My Alert Email created earlier and leave Send To as Sales Owner.

  7. Type your email address in the To Other Emails field.

  8. Go to the Schedule tab and click the Activate button.

    TIP

    Set the Qualification Rules to every time (by editing the Smart Campaign) to allow the same person to trigger alerts multiple times.

  9. Click Activate on the confirmation screen.

Step 3: Test It Out!

  1. Select your landing page and click View Approved Page.

    NOTE

    Don’t forget to approve landing pages; they don’t go live until approved.

  2. Fill out the form and click Submit.

  3. You should receive your email shortly. Once you’ve verified that everything works as it should, remove your email address from the Send Alert flow (see step 2.7 above).

    NOTE

    Click the Person Info tab in Marketo to see the contact info.

Mission Complete!


 

◄ Mission 7: Personalize an Email

Mission 9: Update Lead Data ►

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