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Hideki HamadaHideki Hamada 

Email platform that works well with LMA

We offer a few apps on AppExchange and would like to send product update emails to the users. Is there any app that allows us to send emails to Leads associated with a particular type of Licenses?
Salesforce LMA gives us a plenty of information in License (package version, install date, etc.) but not on Lead, so we need an app that can query Lead based on License information that is associated with it. Your help is appreciated.
Best Answer chosen by Hideki Hamada
Om PrakashOm Prakash
Hello Hideki,
Please try this, and let's discuss it.
1. Create a Report on Lead.
Add cross filter
Lead with Licences (with criteria like package version, etc )
Once you will run this report then you have Lead based on License information.

Now, "Add To Campaign" 
User-added image


Now List email can be sent from the Campaign.

Please give it a try and let's discuss the same.

 

All Answers

Om PrakashOm Prakash
Hello Hideki,
Please try this, and let's discuss it.
1. Create a Report on Lead.
Add cross filter
Lead with Licences (with criteria like package version, etc )
Once you will run this report then you have Lead based on License information.

Now, "Add To Campaign" 
User-added image


Now List email can be sent from the Campaign.

Please give it a try and let's discuss the same.

 
This was selected as the best answer
Om PrakashOm Prakash
Hi Hideki,
Have you tried the above approach?
Let's discuss if any queries or excited to learn if you found some other way to achieve this.
 
Hideki HamadaHideki Hamada
Thanks Om, this was very helpful. I need to do some tests but it looks to be the best solution!
Om PrakashOm Prakash
Thanks, Hideki.

Stay Safe!
Hideki HamadaHideki Hamada
Hi Om, I have a follow up question. Is there any good way to automate adding new members to a campaign? Looks like we need to manually click Add to Campaign to make sure new Leads on a report is added to a campaign and I wonder if there's any way to automate it. 
Thank you for your help!
Om PrakashOm Prakash
Hi Hideki,
This help article explains the step to "Automatically assign a Lead to a Campaign as Campaign Members on Lead creation"
https://help.salesforce.com/articleView?id=000340660&type=1&mode=1 (https://help.salesforce.com/articleView?id=000340660&type=1&mode=1)

1. If criteria based on Lead then step as given in this article will work as expected to create a process builder on Lead.
2. If criteria check needs on License record (I think this one in this requirement), then process builder will be on Licence creation, and after checking criteria create a Campaign Member as per this help article steps.
 
Let's discuss if any query while implementing the same automation.

Thought,
There might be a possibility that while implementing 2nd point above, duplicate campaign members get created as I believe one Lead can have multiple Licence records(If any scenario?)

If yes, then we need to use Process builder  & Flow.
Form the process builder we need to call a Flow in process action.
Campaign Member creation will happen in a Flow after checking existing Campaign Member with the same Lead Id by using Get Records element in Flow.
(With the help of Get Records, element criteria can be checked if Lead is eligible to add to Campaign)