I can use Outreach just fine - but I like the idea of mapping it all with timers, and the ability to create a CTA if necessary. So I'm wanting to hear feedback if you're using JO internally for our Users - and if so, how did you set it up?
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Sagan,
I'm using it for the below use cases (some are a bit overkill):
1) eMail notifications on NPS survey responses to specific distribution lists (depending on survey being answered)
- Pretty straight forward, depending on survey ID I send out an email to a distro list with certain parameters from the NPS survey.
2) Slack notifications on NPS survey responses (email to Slack)
- There is an article in the community on how to do this. I toned it down / simplified it a bit but in essence that is what I did.
3) eMail notification on specific activities recorded in GainSight
- Similar to #1, just checking for the type of activity, date and some other filters and send a notification to a distribution list.
Notes:
- I use the email chain template
Let me know if that helped....
M
I'm using it for the below use cases (some are a bit overkill):
1) eMail notifications on NPS survey responses to specific distribution lists (depending on survey being answered)
- Pretty straight forward, depending on survey ID I send out an email to a distro list with certain parameters from the NPS survey.
2) Slack notifications on NPS survey responses (email to Slack)
- There is an article in the community on how to do this. I toned it down / simplified it a bit but in essence that is what I did.
3) eMail notification on specific activities recorded in GainSight
- Similar to #1, just checking for the type of activity, date and some other filters and send a notification to a distribution list.
Notes:
- I use the email chain template
Let me know if that helped....
M
Hey Marcelo! 1 & 3 sound close what I'm after! How did you handle the mapping for "SFDC Account Id*" if I may ask? It seems to be a hang up for me when trying to go to internal users - or maybe I just don't have all the right fields.
[i]When I map Account Id to [i]SFDC Account Id* it's not able to show my participants and doesn't do anything with my reports. But if I map User Id to SFDC Account Id, it's able to display my participants - but still nothing on my reports.
[i]When I map Account Id to [i]SFDC Account Id* it's not able to show my participants and doesn't do anything with my reports. But if I map User Id to SFDC Account Id, it's able to display my participants - but still nothing on my reports.
So, I do not need a participant list as I send it to a distribution list, so I map everything I bring from the query (that way we are meeting all requirements) but then on the email template setup, I set the TO to a specific email address. If you want to send email to "proper" participants that you will be getting from a query I don't think you can query user object (just contacts) and that might be your issue.
Ah, that makes scenes now that you say that. Okay, back to the drawing board! Thank you for your insight! :)
I am using a power list for the CSMs and have set up different mailings -
For instance, I provide previews of stats mailings to get feedback from the CSMs before we finalize them and start distributing them externally.
I also send mailings to the CSMs when new contacts are added to their accounts through automation.
For instance, I provide previews of stats mailings to get feedback from the CSMs before we finalize them and start distributing them externally.
I also send mailings to the CSMs when new contacts are added to their accounts through automation.
Hi Diane! How are you using JO to send the new contacts email or the mailings? I seem to be running into an issue with Mapping. So looking at how others are setup :) Thank you!
We are using JO to send Onboarding emails to new customers utilizing Query Builder for participants.
I am a relatively heavy user of Journey Orchestrator for internal emails. Some of this business need, and some of this was that it gave me ways to learn Journey Orchestrator in a safer space.
Sending to internal does require some deliberate thinking, and some virtual 'duct tape' on occasion. I have some notifications going to members of a customer's Account team. Those are fairly straightforward because I can retrieve the user's email address from SFDC. In a few other cases, I have ALL notifications for a particular event funneling to a single person. (A prime example....I have all changes discovered by Sponsor Tracking sent directly to a user who ensures our SFDC data quality.) In that case, there's some fancy Bionic-rules type actions to take, but you can indeed send emails to SFDC Users.
Sending to internal does require some deliberate thinking, and some virtual 'duct tape' on occasion. I have some notifications going to members of a customer's Account team. Those are fairly straightforward because I can retrieve the user's email address from SFDC. In a few other cases, I have ALL notifications for a particular event funneling to a single person. (A prime example....I have all changes discovered by Sponsor Tracking sent directly to a user who ensures our SFDC data quality.) In that case, there's some fancy Bionic-rules type actions to take, but you can indeed send emails to SFDC Users.
Whoops, misread this request was for internal journeys, disregard :D
No worries! Thank you for your time though! I like how you're using it though! Something for me to look into as well!
After pondering this for a few weeks now, I think I've might have come up with some 'duct tape' items that I can use. But hearing that other users do use this internally - makes me feel a lot better! Thank you for your time/feedback!!
I have a power list that raises new contacts created since last day
-- with criteria contact created date >= Subtract N Days from Run Date 1
Then I have a single step program running every morning bright and early
using that Power list as entrant sending a note to the CSMs.
-- with criteria contact created date >= Subtract N Days from Run Date 1
Then I have a single step program running every morning bright and early
using that Power list as entrant sending a note to the CSMs.
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