Using Interesting Moments using-interesting-moments
Interesting moments are the key to communicating with your sales team through the Marketo Sales Insight app.
What is an interesting moment? what-is-an-interesting-moment
That’s up to you! You decide what information is relevant to your sales team. Your sales team might want to know when a lead:
- Visits the pricing page on your website
- Clicks a link in a new product announcement email
- Requests a product demo
How do I create an interesting moment? how-do-i-create-an-interesting-moment
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Choose a smart campaign, preferably one your sales team would find interesting if triggered.
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Drag over the Interesting Moments flow step.
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Select a type (Email, Milestone, or Web).
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Write a message to your sales team in the Description field that explains why this action matters.
note note NOTE Marketo will also add the date it occurred and how the interesting moment was added (i.e lead action > flow step, SOAP API).
How can this get even more interesting? how-can-this-get-even-more-interesting
Tokens! Add them in the description field to provide your sales team with more specific information like the subject line of the email the lead opened, or who was it sent by. Check out which tokens are available for use in the Tokens for Interesting Moments glossary.
What does an interesting moment look like in Marketo? what-does-an-interesting-moment-look-like-in-marketo
Interesting moments will be displayed in a lead’s activity log.
What does an interesting moment look like in Salesforce? what-does-an-interesting-moment-look-like-in-salesforce
Once you’ve installed the Marketo Sales Insight App, interesting moments will display on the lead, contact, account, or opportunity pages. They also appear in the Sales Insight dashboard in the Lead Feed, Best Bets, and Watch List.
What does an interesting moment look like in Salesforce1? what-does-an-interesting-moment-look-like-in-salesforce-1
After you’ve installed or updated Marketo Sales Insight for Salesforce1, interesting moments will display under the lead’s related links.
Subscribe to Interesting Moments subscribe-to-interesting-moments
You can subscribe to an Interesting Moment by clicking the Subscribe button either in the Interesting Moment tab or in the Lead Feed. The steps below are the same for both.
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Click the Subscribe icon. You will then be navigated to the Email Subscribe tab.
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You can choose the type of email alert you’d like to receive based on Name, Account, Type, or Description.
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Choose which email address(es) you’d like to send the alerts to (yourself/team members)
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Click Subscribe.
