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August 23, 2016
Question

Add email attributes?

  • August 23, 2016
  • 1 reply
  • 2481 views

Hello all,

With our previous MA platform we had a "description" field where we could put client information (such as client name, portfolio, etc) and push into our CRM. Does Marketo have anything like this or is anyone doing something similar?

Thanks!

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1 reply

Dory_Viscoglio
Level 10
August 23, 2016

I'm not really understanding your question... There are plenty of standard fields, and you can also create custom fields to push into your CRM. Maybe if you outline your question differently we can provide a clearer response.

August 23, 2016

Sorry, this is in regards to emails. In the description field we would put 3-4 values in that we would push to our CRM.  I'm trying to figure out where in an email we can put this data so when we push the reporting over this info is carried with it. Does this make sense?

SanfordWhiteman
Level 10
August 23, 2016

What do you mean by "in an email" and "push the reporting over?"  These are rather vague phrases.

Like Dory said, you can create nearly infinite custom lead fields.  You can sync those fields to your CRM, and of course include them in the content of emails as {{lead.tokens}}.  You'll need to explain the desired interaction between sending out information in an email and reporting on these fields.