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A
Anonymous
July 18, 2013
Solved

Dynamic Content by State

  • July 18, 2013
  • 5 replies
  • 1367 views
I am sending out an email to all customers whose license is about to expire. I want the email to come from their sales rep. Is there a way in Marketo to have a token that is the correct sales person's signature (name, email, & phone number) based on the state that is affiliated with the lead?
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Best answer by
Michelle:

We also do not have SFC, so created custom fields for the Account Owner, by name, email and phone. You can then set up tokens based on those fields. It works quite well if you have those populating correctly. You can also build the email token such that the mailto works to send to the correct person. If you need further details on how we set ours up, let me know.

Mike

5 replies

A
Anonymous
July 18, 2013
If you're using Salesforce, the way to do this is to use the Owner fields in the signature - because presumably each lead is owned the appropriate rep already.
A
Anonymous
July 18, 2013
I am not using Salesforce. 
A
Anonymous
Accepted solution
July 18, 2013
Michelle:

We also do not have SFC, so created custom fields for the Account Owner, by name, email and phone. You can then set up tokens based on those fields. It works quite well if you have those populating correctly. You can also build the email token such that the mailto works to send to the correct person. If you need further details on how we set ours up, let me know.

Mike
A
Anonymous
July 18, 2013
I would really appreciate more details on how you set this up!!!   This sounds like it is exactly what I need. 
A
Anonymous
July 18, 2013
Send me your email address and I'll send you a note. Then maybe we discuss over the phone?

michael_turner@beechcraft.com
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