Orchestration Canvas: Sales Activation Email Actions

What are Sales Activation Emails?

Sales Activation Emails are actions available to use in the Orchestration Canvas. These actions generate a list of accounts in the orchestration stage and email them to a selected list of recipients, determined by CRM account ownership or territory. This provides a streamlined way to notify sales when accounts reach a high-engagement stage of an orchestration.

How should I use Sales Activation Emails in my Orchestrations?

The use cases for this action are mostly determined by the audiences feeding your orchestrations and the stage configuration within your orchestration. For example, if you wanted a simple workflow to notify sales reps via email when their owned accounts (based on CRM ownership) show intent, you could build an audience using intent criteria to populate the members accounts list, link that audience to an orchestration, and then add a Sales Activation Email action to the first stage of the orchestration. Or, if you're building a more complex orchestration with ads, personalization, etc., you could add a Sales Activation Email to one of the later stages to notify SDRs when accounts qualify for that later stage via strong engagement with the ads and personalizations in previous stages. 

How do I configure Sales Activation Emails in my Orchestrations?

First, you will need to create a Sales Activation Email action in your orchestration.

  1. Create or navigate to an orchestration canvas.
  2. Click "Add" in the "Actions" section of a stage in your orchestration and select the "Sales Activation Email" action.
  3. This will open a window where we'll configure the details of our action. First, determine if you want to divvy up accounts between recipients based on headquarter location (Territory) or CRM account ownership (Salesforce, Hubspot and SugarCRM currently supported) and select the appropriate option from the "Configure email recipients using" dropdown
  4. If you selected "Territory Mapping", enter a recipient email address in the "Email Recipient" field and click "Add". Repeat this for each recipient. Then, in the section below the "Email Recipient" field, select a territory type for each recipient and select the country or state/province values if applicable. The "Country" and "State/Province" options split up accounts between recipients based on account headquarter location. The "All Accounts" option sends all accounts qualifying for the action (i.e. the orchestration stage) to the recipient.
  5. If you selected one of the CRM account ownership options in the "Configure email recipients using" field, select a field a field to match for account ownership ID and search for and add the desired recipients. Each recipient will receive emails for accounts that A) enter the orchestration stage containing this action and B) they own in your CRM according to the ownership field selected in the "Field to match on account" dropdown.
  6. Moving over to the right half of the configuration window, enter an email subject and description and select the columns you'd like to include in the email. Note: not all selected columns will be visible in the email body. At the bottom of the email body, there will be a link to a CSV file that will contain all of the columns selected in this configuration. Here are a few helpful column definitions:
    1. Intent Topic will list the highest scoring single intent topic over the past week for each account.
    2. Known Visitor will list any known visitors from the account that Triblio has tracked visiting your site (all-time).
    3. Smart Page URL will list the account-specific Smart Page URL for each account. When you check this option, a dropdown will appear, allowing you to select which Smart Page the action will reference to pull the account-specific URL.
  7. Click "Save" and you new action is configured and ready for use.
  8. By default, the action is set to run "immediately" - i.e. whenever new accounts are added to the orchestration stage. If you'd like to set it to run on a different schedule, click the clock icon next to the action and change the "When" value to "After" for a time delay or "On" for a recurring action.

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