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A
Anonymous
July 2, 2015
Question

Current User Signature - Sales Insight

  • July 2, 2015
  • 5 replies
  • 4538 views

Is there a way that we can setup our Marketo Sales Insight templates to pull in the Current User's signature regardless of which Contact/Lead we are working with? (Salesforce)

I've attempted using a formula field on the Contact object that pulled in the Current User's info ($User.__field__) but it appears that the information must be pulling from Marketo rather than Salesforce even when sending a Sales Insight email.

Thanks for any help.

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    5 replies

    A
    Anonymous
    July 13, 2015

    Added this over into the Ideas section -

    Justin_Norris1
    Justin_Norris1
    Level 10
    July 14, 2015

    Josh Hampleman​, this would be difficult because the MSI emails live in Marketo and the tokens are rendered there, so I don't think they have a concept of logged in user or access to SFDC merge fields in that way.

    A
    Anonymous
    July 14, 2015

    Agreed, but imagine the customization and dynamic ability your MSI emails would be able to have if you had that ability.

    All Sales Insight users have information stored inside of Marketo so all that would really be needed is the ability to add some additional fields on the users inside of Marketo, they must link in some way.  Then we could reference the information that is stored inside the system itself rather than inside of SFDC.

    Edit - May have confused MSI with the MSI Email Add-in for ease of functionality in my above statement.

    L
    LaurenMc16
    Level 4
    January 21, 2016

    Hey Josh, Can you share your workarounds? I am able to create lead owner tokened signatures, but have the same team-selling issues as you. When my larges sales team edits the templates by copying and pasting stuff in, they often break they code so badly and don't know how to get out of it.

    A
    Anonymous
    January 26, 2016

    I unfortunately don't have have anything great for a workaround.

    For the majority of our email templates we have a rather generic signature block that doesn't make any reference to the individual sending the message.  We do however have a blank template free of any coding that allows our team the ability to send whatever message they would like.

    Casey_Grimes2
    Casey_Grimes2
    Level 10
    January 26, 2016

    Hi Josh,

    The good news: this actually has a solution—and one that I've deployed in the past for current users across multiple sales divisions.

    The bad news: the solution is one that's a little more complex than what I can say in a Community post. Feel free to reach out to me and we'll chat on fixing the issue.

      A
      Anonymous
      January 26, 2016

      Sounds great!

      I'll reach out to you later this week and maybe we can setup a call for the following week.

      I appreciate the help.

      Thank you

      Sean_Richards
      Sean_Richards
      Level 4
      May 13, 2017

      I am looking to implement this same thing. Can you pretty please provide some insight into the solution? I want to have the signature be the person who initiated the Sales Insight email send?

      Sean Richards
      Eric_Salamon1
      Eric_Salamon1
      Level 6
      May 17, 2017

      Just curious couldn't you make a segmentation based on your sales team, and adjust the signature to display based on the segmentation using the snippets?

      As far as I know Marketo can use segmentation and define the area with a snippet, replace snippet if criteria is met.

      Please let me know if it isn't possible, because my understanding is that segmentation should allow the system to work that way.

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