Auto-Responder Email displaying document links from form selections | Community
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LizNg2
Level 3
July 8, 2024
Question

Auto-Responder Email displaying document links from form selections

  • July 8, 2024
  • 1 reply
  • 1038 views

Hello Marketo Community.

I am trying to find a way where I can have a Marketo auto-responder email send to the recipient after they filled out a Marketo form and selected 3 document options. We would like the email body to contain 3 hyperlinks (text/link to the document) displayed based on what the person selected on the form. Each Document selection is tagging the value to 3 Flex Fields we have setup (we don't have a designated field to store these specific selections). Can someone provide any setup that we could use? Tried looking at tokenizing what we can (not sure if program level tokens can work in this setup). Also, trying to avoid sending out 3 separate emails with the link to each document from their selections. 

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1 reply

SanfordWhiteman
SanfordWhiteman
Level 10
July 8, 2024

This sounds like another thread that was recently opened (it has the same lack of clarity in certain areas).

 

If the field values do not themselves contain the URLs, you need a map between values (input) and URLs (output).

 

This means using a Velocity (Email Script) {{my.token}}, which of course is a folder- or program-level token. What do you mean by “not sure if program level tokens can work in this setup”?

 

L
LizNg2Author
Level 3
July 8, 2024

Ah, sorry @sanfordwhiteman tried searching community and didn't see that there was another post.

Yes, the field values contain document names and not the URL of the document file. The Form would capture data name into the 3 Flex Fields (text type) (allowing up to 3 document selections). I was not sure if I can achieve the objective of having the document selections in the auto-responder using {{my.token}} at the program level as in would it be possible to have workflows transpose the field values and tag {{my.token1-doc name}} and {{my.token1-doc-url}} to get the auto-responder email to only display what they selected, or is that not possible or overall bad idea.

 

I've only scratched the surface of velocity tokens so not well versed in them yet. As I was not sure how to get the hyperlink text in the email to work if my data values is name of document and not link to document. Which I want to display hyperlink text (name of document) link out to the URL of document. Could you share what the velocity token setup would entail? could I get it so the auto-responder email contained the hyperlink text for document name and not just link only?

 

Thanks in advance!

SanfordWhiteman
SanfordWhiteman
Level 10
July 8, 2024
... using {{my.token}} at the program level as in would it be possible to have workflows transpose the field values and tag {{my.token1-doc name}} and {{my.token1-doc-url}} to get the auto-responder email to only display what they selected, or is that not possible or overall bad idea.

You mean using Change Data Value to set a field to the value of a {{my.token}} based on a set of Add Choice choices? Sure, that’ll work.

 

But it isn’t substantively different from using Change Data Value to set a field to the value of a static string based on Add Choice choices.

 

(Yes, the tokenized approach is more portable across programs and more maintainable because the tokens are in the same place, but the flow is otherwise the same.)

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