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A
Anonymous
October 21, 2015
Question

customer name to show up in to field instead of email address

  • October 21, 2015
  • 1 reply
  • 1061 views

When I send an email, it shows the email address in the ‘to’ field. Does anyone know if it’s possible or how you can get the customer’s name to show up instead? Eg stead of johnsmith@xyz.com, it appears as John Smith, so it looks more personalised.

Thanks

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1 reply

A
Anonymous
October 21, 2015

One way to do this is to replace the default value with a token. Either use the {{lead.fullname}} token or the {{lead.first name}} and {{lead.last name}} tokens.  you just replace the default text with the tokens.  Its really easy to do.

Josh_Hill13
Josh_Hill13
Level 10
October 21, 2015

Yes, just remember to place these in the correct fields:

  • From Name
  • From Email Address
  • Reply To
  • Subject

These all accept tokens. Note that To or To Name is not an option on the Email because Marketo will look for the Full Name and the Email Address. If Full Name is empty, it will only display the To Email Addr.

So I'd check if the person you are emailing actually has a Name and then create some test records to see what you are sending out.  I haven't seen it otherwise, but maybe it isn't always working.

J
Adobe Employee
JohnCl9Adobe Employee
Adobe Employee
October 21, 2015

One thing to be aware of when using tokens in the From Email Address and Reply To field is that the email will not send if these tokens don't populate with a validly formatted email address.  I recommend always using a default in these tokens just in case the field doesn't have a value.  That way your email still goes out.

John

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