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Is it possible to trigger an email campaign automatically when an opportunity is closed as Won?

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Tried using the customer journey with "Record Updated" Target, however unable to get anywhere with it. Any suggestions?

  • cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: Is it possible to trigger an email campaign automatically when an opportunity is closed as Won?

    Hi Veena,

    It’s glad that your problem has been solved.

    Please kindly mark as verified if you had found my answer helped, it would be greatly appreciated.

    Regards,

    Clofly

  • RE: Is it possible to trigger an email campaign automatically when an opportunity is closed as Won?

    Thank you Clofly. Appreciate your help. I tried and it worked.

  • Verified answer
    cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: Is it possible to trigger an email campaign automatically when an opportunity is closed as Won?

    Hi Veena,

    It seems that the trigger field of "Record Updated" tile couldn't be a specific value.

    I thought there were 2 ways to achieve your requirement:

    1. Create a workflow and trigger it when a opportunity is closed as won, then send an activity email with campaign to related contact.

    (But activity email is plain and not beautiful)

    2. Create a dynamic segment based on Won opportunities and fine their related contacts, 

    then send marketing campaign email by adding the segment into customer journey:

    Firstly enable Opportunity entity to be available in segment relationship:

    In Settings > Marketing settings > Marketing data configuration:

    pastedimage1574753899502v3.png

    Secondly build a segment and find related contact from Won opportunities:

    An closed test opportunity record:

    pastedimage1574753683884v3.png

    Filters in segment:

    pastedimage1574753857390v1.png

    Related contact from closed opportunity:

    pastedimage1574753870373v2.png

    Regards,

    Clofly

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