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Anonymous
January 30, 2013
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Automating an Email Send from someone other than the lead owner...

  • January 30, 2013
  • 2 replies
  • 1023 views
I want to send the same email out to customers of four separate sales teams.  Each email should appear as though it's coming from the sales manager of each team.  Obviously, I could use tokens if the lead owner was the sales manager but since this is not the case, is there another work around for this? 

I'd rather not have to create four separate programs so I have all my metrics in one place.
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I worked around this by creating a Marketo-only formula field. You could make a formula field called, for example, Sales Manager Email Address. Then you use smart list-like logic to define appropriate values for that field. If state is PA, OH, NY then value is bob@company.com, etc.

Then in your email, reference your new formula field {{Lead.Sales Manager Email Address}}. This way, you only need to make one email!

2 replies

A
Anonymous
Accepted solution
January 31, 2013
I worked around this by creating a Marketo-only formula field. You could make a formula field called, for example, Sales Manager Email Address. Then you use smart list-like logic to define appropriate values for that field. If state is PA, OH, NY then value is bob@company.com, etc.

Then in your email, reference your new formula field {{Lead.Sales Manager Email Address}}. This way, you only need to make one email!

Kimi_Heskett1
Kimi_Heskett1
Level 9
January 31, 2013
Agree with Delinda!
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