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.
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