send email notification to sales team from customer journey

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Hi there

We have built a customer journey and need to add some actions in whereby the sales team are notified after certain activity. How do we build in this notification?

For example when a contact reaches a certain stage in the customer journey we would like to send an email to the sales team for them to call the contact. We are having issues with setting up these notifications.

Thanks

Georgie

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Gemma2020 61 on at

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Hi

We're also looking for this feature. Is there an easy was for marketers to add 'send an internal email' to a customer journey? Should be a standard step to choose from.

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Christian Abeln on at

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Hello Georgie,

In order to notify Sales team you could create tasks or other activities directly from the Customer Journey, when contact reaches a certain stage in your journey. The Activity tile allows you to do so. You would typically then also add an assignment process that assigns the activity to a sales staff member.

And you can as even start a workflow directly from within the customer journey! For example design a workflow that takes a contact that comes through the specific stage in the customer journey which uses the assigned sales owner of the contact and use and compose a process of your choice, which may include creation of tasks, sending of emails, triggering approval flows. etc.

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Community Member on at

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Thanks Richard, I had a look at this and I am not entirely sure it is doing what I need it to do. I need to send an email in a customer journey to a sales team member for them to complete an activity. However, it says you need to assign the activity to (contact owner,contact creator, customer journey owner, or, if you are targeting accounts, the account owner), however as they are in sales, they won't be any of those categories?

We have been building all these different workflows for one simple activity, such as 'send email to x' and I woudl have thought we could just add an activity to a nurture to do this instead of a workflow? Perhaps the app can't do this yet?

Thanks

Georgie

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Richard@BarheadAU 160 on at

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I think the 'activity' tile (on the journey designer) should help you achieve this, but maybe I misunderstand the question?

docs.microsoft.com/.../customer-journey-tiles-reference

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