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Marketo: Notifying Account Owners of Moved Contact

How to create a notification for moved Contacts?

One of the primary impacts of a contact moving is on the existing account and/or deals.  An alert can be setup in your Marketing Automation technology (in this example, Marketo) to notify the Account Owner of the change.  You can do this in a few quick steps.

Step #1: Setup a Campaign titled “Move Notification” or something similar



Step #2: Build a Smart List that listens for any time the LS Verified Status changes to “Moved”

Step #3: Configure an Alert to be sent to the Account Owner notifying them that the contact has moved. The Account Owner can then notify the relevant members of the Account Team and begin to identify the contacts replacement to avoid risk or churn

 

Acquiring Additional Information on the Contact

In addition to notifying the existing Account Owner you may also want to acquire additional information on the contacts new company, role, etc.  You can leverage the following campaign to re-enrich the "Moved" contact.

Step #1: Setup a Campaign titled “Enrich Moved Leads” or something similar

Step #2: Build a Smart List that listens for anytime the LS Verified Status changes to "Moved" and the new Company that is provided (i.e. Enriched Company is not empty)

Step 3: Configure a flow to 1) Populate the input Company Name with the new company the contact has moved to and 2) Send the lead to the standard Leadspace Enrichment Campaign.
This flow will enrich the contact with all their new demographic and firmographic information.  This information can be leveraged by the sales organization to target this new prospect!

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