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Hank_Hansen
Hank_Hansen
Level 5
May 20, 2016
Question

Dynamic Email Content Question

  • May 20, 2016
  • 4 replies
  • 3202 views

I currenly use 3 variations for the same email for the sole purpose of including a different signature at the bottom. I'd like to have one email and change the signature dynamically based on a custom field value (lead owner). I am familiar with tokens but I haven't been able to piece this together and I've struck out on finding the right tutorial for this.

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4 replies

Hank_Hansen
Hank_HansenAuthor
Level 5
May 20, 2016

I think I have this sorted out by using segment smart lists.

A
Anonymous
June 14, 2016

We do this exact same thing using snippets for the email signature and Segmentation. We call it our "NA Sales Dev" segmentation so that all the emails come form that team even if there's a change in the owner (recycled, passed to a sales rep, sales ops created a contact and didn't reassign, etc.).

    Iryna_Zhuravel4
    Iryna_Zhuravel4
    Level 6
    May 21, 2016

    Why don't you just add lead owner first name and lead owner last name tokens?

      Hank_Hansen
      Hank_HansenAuthor
      Level 5
      May 27, 2016

      I should have mentioned the signature goes beyond first and last name. I'd rather have logic that looks at the lead owner and applies the corresponding signature in its entirety which will be unique for each lead owner (first name, last name, title, phone extension). Sounds like Josh's snippet suggestion is the way to go.

      Iryna_Zhuravel4
      Iryna_Zhuravel4
      Level 6
      June 14, 2016

      Agree, snippets will work well for this.

      I would also make sure every sales rep has all their contact info up to date in SFDC, this is generally a good practice and will make everything cleaner.

      Josh_Hill13
      Josh_Hill13
      Level 10
      May 22, 2016

      Snippets also work well for this. Segmentations are best for Geo or Industry targeting. Could also use for a fairly small Sales team.

      As Iryna said, the first and easiest is the Lead Owner tokens. Just make sure your Territories and Users are fully set in SFDC.

      A
      Anonymous
      May 27, 2016

      We use a script token to write in different company addresses in the footer, depending of various lead field values. I'm sure this technique could work here. Just be carefully with using script tokens with links.

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