Orchestration Sales Emails: Activate and Discover

Beta Feature  Your CSM will inform you if you qualify to be a beta tester. Requires the purchase of Sales Activation. 

Using Triblio Smart Score, Sales Orchestration Emails you to automatically email information on accounts showing a surge of engagement based on territory or CRM ownership and Triblio audience membership. 

  1. Types of Email Orchestrations
  2. Steps to Set-Up an Activate Sales Orchestration
  3. Steps to Set-Up a Discover Sales Orchestration

Types of Email Orchestrations

Activate Sales: Use this orchestration to activate your sales team on named accounts that already exist in your CRM. 
  • Send account information to sales reps based on the owner ID in your CRM. Sales users will only receive Triblio data on accounts they own in your CRM. 
  • Additional option to segment the notifications by audience.
  • Link out to your CRM directly from the email.
Discover Sales: Use this orchestration to activate your sales team on any accounts showing a surge of engagement within Triblio regardless of if they exist in your CRM.
  • Send account information to sales reps based on geographical territories. Sales users will receive Triblio data on any accounts with an HQ within their assigned geographical territory.
  • Additional option to segment the notifications by audience.
  • Ability to manually add email addresses that do not exist in your CRM. 
  • Great option for marketing users who do not have ownership of accounts in your CRM.

Steps to Set-Up an Activate Sales Email Orchestration

  1. Log-in to Triblio and click 'Orchestration' on the left hand menu. This will open your Orchestration dashboard.
  2. Click 'New Orchestration' in the top right.
  3. In the window that pops-up, type the name of the Orchestration.
    • When naming the orchestration, think about how you want to identify it in the orchestration report. We recommend naming the orchestration based on the audience segment and/or the sales goal.
  4. In the drop down menu choose Discover Sales Orchestration and click Create
  5. The 'Edit Orchestration' menu will open. You will see a module to the left that will walk you through set-up.
  6. First, choose the which members of your team will receive the emails by clicking 'Setup' in the 'Email Recipients' section.
    • With Activate Sales you will only be able to choose recipients that have accounts in your CRM.
  7. In the modal window that pops up, click the box that says either 'Salesforce Account Owners' or 'Hubspot Account Owners' (depending on your CRM).
  8. In the 'Field to match on account' picklist, choose Owner ID
  9. Under 'Add Sales Users' you will see a list of emails for all of the CRM users at your company. Search for the email of the teammate you would like to receive these emails and click the plus button to the right to add them. 
    • You may add as many reps as you would like. Each rep you choose will only receive emails related to accounts they own within your CRM.
  10. Next, choose the filtering parameters. You are able to filter by audience and/or Smart Score.
    • Selecting an audience to filter by will tell the orchestration to only send emails about accounts within the audience you choose. You are also able to exclude an audience. For example you could exclude an 'All Customers' audience so your sales team is not notified about accounts that are already customers.
    • Selecting a Smart Score threshold will tell the orchestration to only send information on accounts with a smart score higher than the threshold you set. If you chose an audience filter, the smart score threshold would be an additional layer so that only accounts within the chosen audience and with a smart score above the threshold will be sent to your reps. Learn more about Triblio Smart Score here.
  11. To filter by audience, click 'Select Audience' in the 'Filtering' section and choose an audience from the list that pops up. You are currently only able to filter by one audience. 
  12. The audience will automatically be set to include. To exclude the audience you chose, click the 'include' toggle to switch it to 'exclude'.
  13. Choose your smart score threshold by dragging the slider until the smart score matches your desired number.
  14. Next, customize the content that will be included in the orchestration emails by filling in the email subject and email description (body of the email). 
  15. The top 4 accounts will be shown in the email as well and you may choose the columns of data you would like to include in the email. The remaining accounts will be attached in a CSV. The available columns are: 
    • Account (default)
    • Smart Score (default)
    • Domain (default)
    • Surge Topic (optional)
    • Employee Range (optional)
    • Revenue Range (optional)
    • HQ Location (optional)
    • Salesforce Link (optional)
    • Sales Play (optional)
  16. Check the box next to the optional columns you would like to include.
  17. To add a Sales Play, check the box next to 'Sales Play' and a drop-down menu will appear with your Sales Plays listed, choose which one you would like to include in this email.
    • Learn more about Triblio Sales Plays here
  18. Click 'Preview' at the bottom right of the 'Content' section to view an example of how this email will appear.
  19. Lastly, schedule your email cadence by clicking 'Configure Time' in the 'Scheduling' section. 
  20. In the modal that pops up choose the day and time you would like to have the email sent. 
  21. To make it a repeating schedule, check the 'Repeating Schedule' box and choose to send the emails annually, daily, monthly, weekly or on custom days. Click save.
  22. Once the orchestration is fully configured, scroll to the top and click the green 'Run' button in the top right corner. 
  23. Your orchestration has been activated! Your sales team will receive their first emails on the day and time you selected. 

Steps to Set-Up a Discover Sales Email Orchestration

  1. Log-in to Triblio and click 'Orchestration' on the left hand menu. This will open your Orchestration dashboard.
  2. Click 'New Orchestration' in the top right.
  3. In the window that pops-up, type the name of the Orchestration.
    • When naming the orchestration, think about how you want to identify it in the orchestration report. We recommend naming the orchestration based on the audience segment and/or the sales goal.
  4. In the drop down menu choose Discover Sales Orchestration and click Create
  5. The 'Edit Orchestration' menu will open. You will see a module to the left that will walk you through set-up.
  6. First, choose the which members of your team will receive the emails by clicking 'Setup' in the 'Email Recipients' section.
    • With Discover Sales you will be able to choose recipients that have accounts in your CRM or add 'Custom Users' by adding in individual email addresses.
  7. In the modal window that pops up, there will be a box for 'Custom Users' or 'CRM Users' (Salesforce or Hubspot). 
    1. To add CRM Users: 
      1. In the 'Field to match on account' picklist, choose Owner ID
      2. Under 'Add Sales Users' you will see a list of emails for all of the CRM users at your company. Search for the email of the teammate you would like to receive these emails and click the plus button to the right to add them.
  8. Next, choose the filtering parameters. You are able to filter by audience and/or Smart Score.
    • Selecting an audience to filter by will tell the orchestration to only send emails about accounts within the audience you choose. You are also able to exclude an audience. For example you could exclude an 'All Customers' audience so your sales team is not notified about accounts that are already customers.
    • Selecting a Smart Score threshold will tell the orchestration to only send information on accounts with a smart score higher than the threshold you set. If you chose an audience filter, the smart score threshold would be an additional layer so that only accounts within the chosen audience and with a smart score above the threshold will be sent to your reps. Learn more about Triblio Smart Score here.
  9. To filter by audience, click 'Select Audience' in the 'Filtering' section and choose an audience from the list that pops up. You are currently only able to filter by one audience. 
  10. The audience will automatically be set to include. To exclude the audience you chose, click the 'include' toggle to switch it to 'exclude'.
  11. Choose your smart score threshold by dragging the slider until the smart score matches your desired number.
  12. Next, customize the content that will be included in the orchestration emails by filling in the email subject and email description (body of the email). 
  13. The top 4 accounts will be shown in the email as well and you may choose the columns of data you would like to include in the email. The remaining accounts will be attached in a CSV. The available columns are: 
    • Account (default)
    • Smart Score (default)
    • Domain (default)
    • Surge Topic (optional)
    • Employee Range (optional)
    • Revenue Range (optional)
    • HQ Location (optional)
    • Sales Play (optional)
  14. Check the box next to the optional columns you would like to include.
  15. To add a Sales Play, check the box next to 'Sales Play' and a drop-down menu will appear with your Sales Plays listed, choose which one you would like to include in this email.
  16. Click 'Preview' at the bottom right of the 'Content' section to view an example of how this email will appear.
  17. Lastly, schedule your email cadence by clicking 'Configure Time' in the 'Scheduling' section. 
  18. In the modal that pops up choose the day and time you would like to have the email sent. 
  19. To make it a repeating schedule, check the 'Repeating Schedule' box and choose to send the emails annually, daily, monthly, weekly or on custom days. Click save.
  20. Once the orchestration is fully configured, scroll to the top and click the green 'Run' button in the top right corner. 
  21. Your orchestration has been activated! Your sales team will receive their first emails on the day and time you selected. 
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