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Conor_Fitzpatri
Conor_Fitzpatri
Level 5
March 13, 2014
Question

Dynamic Charts and Reports in Emails

  • March 13, 2014
  • 2 replies
  • 1063 views
Hi Everyone,

We have several SFDC reports and charts that we run to analyze our customers' use of our product and we think it would be beneficial to share these with our customers so they can see how they are utlizing our product.

It would be awesome if Marketo had the ability to put a chart or report "token" in an email - meaning that the same chart would appear in the email, but be populated with the data specific to the user it was sent to.

Has anyone accomplished this or something similar? If so, I'd love to hear how you went about doing this.

Thanks,

Conor
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2 replies

A
Anonymous
March 16, 2014
This is an interesting use case that I can see benefitting more than one company that I work with.

I wonder if something can't be put together with Google Charts (to create the chart image on the fly by passing the data in URL)?
Conor_Fitzpatri
Conor_FitzpatriAuthor
Level 5
March 17, 2014
Grant,

Thanks for the idea. It looks like Google Charts can integrate with SFDC. However, I'm not sure how the URL would be created. If it's based on the SFDC Id, we could use the Marketo token and personalize the chart per user which would be really awesome.
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