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FYI

Marketo is now standardizing language across all subscriptions, so you may see lead/leads in your subscription and person/people in docs.marketo.com. These terms mean the same thing; it does not affect article instructions. There are some other changes, too. Learn more.

Overview

Marketo can send an email alert with person information to anyone - the sales owner, a partner, or someone else. Use the Send Alert flow step.

Usage

1. Find and select the email you want to send.

Reminder

Your email alert must contain all of the header info and be in the Approved state.

2. You can click the preview icon to ensure that you've selected the correct email.

Reminder

Be sure to use the Send Alert Info token in your email.

3. Select the alert recipient. You can pick Sales Owner or Account Owner.

4. Optionally, add any other email addresses you want (separated by either a comma or a semicolon).

Tip

In trigger campaigns, you can use tokens in To Other Emails such as {{lead.Territory Owner}} or {{my.Alert Recipient}} as long as the values are valid email addresses. Tokens in To Other Emails will not work in a batch campaign.

That's it! Now you know how to use the  Send Alert flow step.

Create an Email